MLA
My Legacy 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 | $1.17M | Sell |
8,549
-982
| -10% | -$134K | 0.42% | 65 |
|
|
2025
Q1 | $1.16M | Sell |
9,531
-2,918
| -23% | -$356K | 0.45% | 59 |
|
|
2024
Q4 | $1.63M | Sell |
12,449
-362
| -3% | -$47.3K | 0.63% | 41 |
|
|
2024
Q3 | $1.62M | Sell |
12,811
-3,961
| -24% | -$500K | 0.64% | 38 |
|
|
2024
Q2 | $2M | Sell |
16,772
-3,940
| -19% | -$470K | 0.64% | 39 |
|
|
2024
Q1 | $2.38M | Sell |
20,712
-13,118
| -39% | -$1.51M | 0.8% | 32 |
|
|
2023
Q4 | $3.55M | Buy |
33,830
+597
| +2% | +$62.7K | 1.28% | 14 |
|
|
2023
Q3 | $3.11M | Sell |
33,233
-10,605
| -24% | -$991K | 1.26% | 13 |
|
|
2023
Q2 | $4.34M | Buy |
43,838
+1,158
| +3% | +$115K | 1.71% | 10 |
|
|
2023
Q1 | $3.85M | Sell |
42,680
-33,443
| -44% | -$3.02M | 1.65% | 9 |
|
|
2022
Q4 | $6.97M | Buy |
76,123
+14,396
| +23% | +$1.32M | 2.97% | 3 |
|
|
2022
Q3 | $4.9M | Buy |
61,727
+29,660
| +92% | +$2.35M | 2.47% | 3 |
|
|
2022
Q2 | $2.75M | Buy |
32,067
+19,853
| +163% | +$1.7M | 1.37% | 12 |
|
|
2022
Q1 | $1.24M | Buy |
+12,214
| New | +$1.24M | 0.57% | 45 |
|