Baystate Wealth 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
Q4 | $1.13M | Buy |
|
|||||
|
2023
Q3 | $961K | Buy |
|
|||||
|
2023
Q2 | $999K | Sell |
|
|||||
|
2023
Q1 | $1.37M | Sell |
|
|||||
|
2022
Q4 | $1.38M | Buy |
|
|||||
|
2022
Q3 | $1.14M | Sell |
|
|||||
|
2022
Q2 | $1.19M | Buy |
|
|||||
|
2022
Q1 | $1.31M | Buy |
|
|||||
|
2021
Q4 | $1.3M | Sell |
|
|||||
|
2021
Q3 | $1.37M | Sell |
|
|||||
|
2021
Q2 | $1.75M | Buy |
|
|||||
|
2021
Q1 | $1M | Buy |
|
|||||
|
2020
Q4 | $822K | Buy |
|
|||||
|
2020
Q3 | $588K | Buy |
|
|||||
|
2020
Q2 | $480K | Buy |
|
|||||
|
2020
Q1 | $365K | Buy |
|
|||||
|
2019
Q4 | $448K | Buy |
|
|||||
|
2019
Q3 | $400K | Buy |
|
|||||
|
2019
Q2 | $369K | Buy |
|
|||||
|
2019
Q1 | $352K | Buy |
|