Lumature Wealth Partners’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
2023
Q2
$621K Sell
2023
Q1
$610K Sell
2022
Q4
$596K Sell
2022
Q3
$613K Buy
2022
Q2
$631K Buy
2022
Q1
$762K Sell
2021
Q4
$843K Sell
2021
Q3
$924K Buy
2021
Q2
$912K Sell
2021
Q1
$954K Sell
2020
Q4
$1.43M Buy