RLIM
Red Lighthouse Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,475
| Closed | -$3.27M | – | 104 |
|
|
2024
Q1 | $3.27M | Hold |
28,475
| – | – | 1.32% | 14 |
|
|
2023
Q4 | $2.99M | Hold |
28,475
| – | – | 1.25% | 14 |
|
|
2023
Q3 | $2.67M | Hold |
28,475
| – | – | 1.26% | 14 |
|
|
2023
Q2 | $2.78M | Hold |
28,475
| – | – | 1.27% | 14 |
|
|
2023
Q1 | $2.58M | Hold |
28,475
| – | – | 1.25% | 15 |
|
|
2022
Q4 | $2.41M | Buy |
+28,475
| New | +$2.41M | 1.22% | 15 |
|