Bartlett & Co’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35K | Hold |
915
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $31K | Hold |
915
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $33K | Hold |
915
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $31K | Hold |
915
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $30K | Hold |
915
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $28K | Hold |
915
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $29K | Hold |
915
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $35K | Buy |
+915
| New | +$35K | ﹤0.01% | 646 |
|