Cetera 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
Q1 | $1.02M | Buy |
+25,288
| New | +$1.02M | 0.01% | 1146 |
|
|
2023
Q4 | – | Sell |
-6,109
| Closed | -$206K | – | 1808 |
|
|
2023
Q3 | $206K | Sell |
6,109
-5,190
| -46% | -$175K | ﹤0.01% | 1532 |
|
|
2023
Q2 | $401K | Buy |
11,299
+796
| +8% | +$28.3K | 0.01% | 1162 |
|
|
2023
Q1 | $357K | Sell |
10,503
-2,331
| -18% | -$79.2K | 0.01% | 1196 |
|
|
2022
Q4 | $422K | Buy |
+12,834
| New | +$422K | 0.01% | 1059 |
|