TLA
Tanglewood 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 | $135K | Hold |
1,000
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $122K | Hold |
1,000
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $129K | Hold |
1,000
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $126K | Hold |
1,000
| – | – | 0.06% | 105 |
|
|
2024
Q2 | $119K | Hold |
1,000
| – | – | 0.06% | 109 |
|
|
2024
Q1 | $115K | Hold |
1,000
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $105K | Hold |
1,000
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $93.9K | Hold |
1,000
| – | – | 0.06% | 118 |
|
|
2023
Q2 | $97.5K | Hold |
1,000
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $90.5K | Hold |
1,000
| – | – | 0.06% | 114 |
|
|
2022
Q4 | $84.8K | Buy |
+1,000
| New | +$84.8K | 0.06% | 105 |
|