Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-348
| Closed | -$12.4K | – | 272 |
|
|
2023
Q2 | $12.4K | Sell |
348
-1
| -0.3% | -$36 | 0.01% | 336 |
|
|
2023
Q1 | $11.9K | Buy |
349
+1
| +0.3% | +$34 | 0.01% | 338 |
|
|
2022
Q4 | $11.5K | Sell |
348
-515
| -60% | -$17K | 0.01% | 313 |
|
|
2022
Q3 | $26K | Buy |
863
+141
| +20% | +$4.25K | 0.02% | 224 |
|
|
2022
Q2 | $23K | Sell |
722
-47
| -6% | -$1.5K | 0.02% | 258 |
|
|
2022
Q1 | $29K | Buy |
769
+662
| +619% | +$25K | 0.02% | 252 |
|
|
2021
Q4 | $4K | Buy |
107
+57
| +114% | +$2.13K | ﹤0.01% | 508 |
|
|
2021
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 582 |
|