Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2K | Buy |
+420
| New | +$51.2K | 0.02% | 248 |
|
|
2024
Q4 | $46.9K | Sell |
364
-59
| -14% | -$7.59K | 0.01% | 254 |
|
|
2024
Q3 | $53.4K | Sell |
423
-1
| -0.2% | -$126 | 0.01% | 240 |
|
|
2024
Q2 | $50.6K | Sell |
424
-90
| -18% | -$10.7K | 0.01% | 238 |
|
|
2024
Q1 | $59.1K | Sell |
514
-977
| -66% | -$112K | 0.02% | 227 |
|
|
2023
Q4 | $156K | Buy |
1,491
+66
| +5% | +$6.92K | 0.06% | 122 |
|
|
2023
Q3 | $134K | Sell |
1,425
-2,552
| -64% | -$240K | 0.05% | 141 |
|
|
2023
Q2 | $388K | Sell |
3,977
-153
| -4% | -$14.9K | 0.14% | 96 |
|
|
2023
Q1 | $374K | Sell |
4,130
-6,656
| -62% | -$602K | 0.16% | 65 |
|
|
2022
Q4 | $914K | Sell |
10,786
-9,019
| -46% | -$764K | 0.52% | 35 |
|
|
2022
Q3 | $1.57M | Sell |
19,805
-2,645
| -12% | -$210K | 1.01% | 19 |
|
|
2022
Q2 | $1.88M | Sell |
22,450
-3,378
| -13% | -$283K | 1.1% | 19 |
|
|
2022
Q1 | $2.65M | Sell |
25,828
-161,232
| -86% | -$16.5M | 1.78% | 13 |
|
|
2021
Q4 | $20.2M | Buy |
+187,060
| New | +$20.2M | 1.45% | 13 |
|