LWMG LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,122
| Closed | -$223K | – | 88 |
|
|
2023
Q4 | $223K | Buy |
+2,122
| New | +$223K | 0.05% | 86 |
|
|
2023
Q3 | – | Sell |
-2,492
| Closed | -$243K | – | 84 |
|
|
2023
Q2 | $243K | Sell |
2,492
-632
| -20% | -$61.6K | 0.07% | 78 |
|
|
2023
Q1 | $283K | Sell |
3,124
-3,929
| -56% | -$355K | 0.09% | 74 |
|
|
2022
Q4 | $598K | Buy |
+7,053
| New | +$598K | 0.21% | 51 |
|