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 |
|