BFA
BBJS Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $287K | Buy |
6,857
+22
| +0.3% | +$920 | 0.1% | 42 |
|
|
2024
Q2 | $263K | Buy |
6,835
+16
| +0.2% | +$616 | 0.1% | 37 |
|
|
2024
Q1 | $275K | Buy |
6,819
+144
| +2% | +$5.8K | 0.1% | 43 |
|
|
2023
Q4 | $254K | Buy |
6,675
+548
| +9% | +$20.8K | 0.09% | 43 |
|
|
2023
Q3 | $206K | Hold |
6,127
| – | – | 0.08% | 52 |
|
|
2023
Q2 | $218K | Buy |
6,127
+20
| +0.3% | +$710 | 0.09% | 51 |
|
|
2023
Q1 | $208K | Sell |
6,107
-79
| -1% | -$2.69K | 0.08% | 53 |
|
|
2022
Q4 | $203K | Buy |
+6,186
| New | +$203K | 0.09% | 58 |
|