LWA
Lowe Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
1,075
| – | – | 0.06% | 69 |
|
|
2025
Q1 | $131K | Hold |
1,075
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $138K | Hold |
1,075
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $136K | Hold |
1,075
| – | – | 0.06% | 65 |
|
|
2024
Q2 | $128K | Hold |
1,075
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $124K | Sell |
1,075
-200
| -16% | -$23K | 0.06% | 66 |
|
|
2023
Q4 | $134K | Sell |
1,275
-500
| -28% | -$52.5K | 0.07% | 61 |
|
|
2023
Q3 | $167K | Hold |
1,775
| – | – | 0.09% | 57 |
|
|
2023
Q2 | $173K | Sell |
1,775
-50
| -3% | -$4.87K | 0.09% | 57 |
|
|
2023
Q1 | $165K | Hold |
1,825
| – | – | 0.09% | 50 |
|
|
2022
Q4 | $155K | Hold |
1,825
| – | – | 0.09% | 53 |
|
|
2022
Q3 | $145K | Sell |
1,825
-300
| -14% | -$23.8K | 0.09% | 50 |
|
|
2022
Q2 | $178K | Hold |
2,125
| – | – | 0.1% | 47 |
|
|
2022
Q1 | $215K | Hold |
2,125
| – | – | 0.1% | 48 |
|
|
2021
Q4 | $229K | Hold |
2,125
| – | – | 0.1% | 44 |
|
|
2021
Q3 | $209K | Buy |
2,125
+500
| +31% | +$49.2K | 0.1% | 46 |
|
|
2021
Q2 | $160K | Buy |
1,625
+275
| +20% | +$27.1K | 0.08% | 48 |
|
|
2021
Q1 | $123K | Hold |
1,350
| – | – | 0.06% | 53 |
|
|
2020
Q4 | $116K | Buy |
1,350
+1,050
| +350% | +$90.2K | 0.06% | 49 |
|
|
2020
Q3 | $23K | Buy |
300
+100
| +50% | +$7.67K | 0.01% | 110 |
|
|
2020
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 130 |
|