Bourgeon Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-710	Closed	-$27K	–	190
2023 Q4	$27K	Buy	710 +75	+12%	+$2.85K	0.01%	191
2023 Q3	$21.4K	Buy	635 +105	+20%	+$3.53K	0.01%	193
2023 Q2	$18.8K	Buy	+530	New	+$18.8K	﹤0.01%	215