Baldrige Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $284K | Sell |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | $208K | Buy |
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