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CPWM LLC’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

CPWM LLC’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
2022
Q3 		$542K Buy
17,666
+6,906
+64% +$233K 0.05% 184
2022
Q2 		$339K Sell
10,760
-5,158
-32% -$177K 0.03% 287
2022
Q1 		$606K Buy
15,918
+727
+5% +$27.4K 0.04% 190
2021
Q4 		$593K Hold
15,191
– – 0.05% 205
2021
Q3 		$593K Sell
15,191
-673
-4% -$26.6K 0.05% 166
2021
Q2 		$640K Buy
15,864
+4,094
+35% +$163K 0.05% 164
2021
Q1 		$454K Buy
11,770
+2,802
+31% +$106K 0.04% 223
2020
Q4 		$306K Buy
+8,968
New +$276K 0.03% 250

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