BBJS Financial Advisors’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
2024
Q3
$287K Buy
2024
Q2
$263K Buy
2024
Q1
$275K Buy
2023
Q4
$254K Buy
2023
Q3
$206K Hold
2023
Q2
$218K Buy
2023
Q1
$208K Sell
2022
Q4
$203K Buy