Long Run Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $5.12M | Sell |
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2025
Q2 | $5.06M | Sell |
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2025
Q1 | $4.84M | Buy |
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2024
Q4 | $5.11M | Sell |
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2024
Q3 | $5.31M | Sell |
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2024
Q2 | $5.08M | Sell |
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2024
Q1 | $5.99M | Sell |
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2023
Q4 | $5.66M | Sell |
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2023
Q3 | $5.32M | Sell |
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2023
Q2 | $5.88M | Sell |
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2023
Q1 | $5.62M | Sell |
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2022
Q4 | $5.33M | Buy |
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2022
Q3 | $4.38M | Buy |
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2022
Q2 | $4.53M | Buy |
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2022
Q1 | $5.14M | Buy |
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2021
Q4 | $5.28M | Buy |
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