BerganKDV 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
Q2
Sell
2023
Q1
$4.35K Buy
2022
Q4
Sell
2022
Q3
$46K Hold
2022
Q2
$47K Hold
2022
Q1
$57K Hold
2021
Q4
$60K Hold
2021
Q3
$59K Hold
2021
Q2
$61K Hold
2021
Q1
$58K Buy