Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2K | Buy |
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|
2024
Q4 | $46.9K | Sell |
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|
2024
Q3 | $53.4K | Sell |
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|
2024
Q2 | $50.6K | Sell |
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|
2024
Q1 | $59.1K | Sell |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $914K | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $20.2M | Buy |
|