BWM
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BerganKDV Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

BerganKDV Wealth Management’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-128
Closed -$4.35K – 937
2023
Q1 		$4.35K Buy
+128
New +$4.47K ﹤0.01% 712
2022
Q4 		– Sell
-1,500
Closed -$46K – 1064
2022
Q3 		$46K Hold
1,500
– – 0.01% 379
2022
Q2 		$47K Hold
1,500
– – 0.01% 391
2022
Q1 		$57K Hold
1,500
– – 0.01% 385
2021
Q4 		$60K Hold
1,500
– – 0.01% 404
2021
Q3 		$59K Hold
1,500
– – 0.01% 379
2021
Q2 		$61K Hold
1,500
– – 0.01% 364
2021
Q1 		$58K Buy
+1,500
New +$56.5K 0.01% 353

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