White Lighthouse Investment Management’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
Q3 | $2.52M | Sell |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $926K | Buy |
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|
2020
Q2 | $814K | Buy |
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|
2020
Q1 | $637K | Buy |
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