Tanglewood Legacy Advisors’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 | $135K | Hold |
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2025
Q1 | $122K | Hold |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $119K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $93.9K | Hold |
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|
2023
Q2 | $97.5K | Hold |
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|
2023
Q1 | $90.5K | Hold |
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|
2022
Q4 | $84.8K | Buy |
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