BCPWM

Bradley & Co Private Wealth Management’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
2021 Q4	–	Sell	-3,132	Closed	-$122K	–	165
2021 Q3	$122K	Buy	3,132 +331	+12%	+$12.9K	0.11%	63
2021 Q2	$113K	Hold	2,801	–	–	0.1%	70
2021 Q1	$108K	Buy	+2,801	New	+$108K	0.1%	70