Ellevest Inc’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
Q2 | – | Sell |
-2,286
| Closed | -$88K | – | 1306 |
|
|
2021
Q1 | $88K | Hold |
2,286
| – | – | 0.01% | 360 |
|
|
2020
Q4 | $78K | Buy |
2,286
+8
| +0.4% | +$273 | 0.01% | 362 |
|
|
2020
Q3 | $60K | Buy |
2,278
+8
| +0.4% | +$211 | 0.01% | 344 |
|
|
2020
Q2 | $57K | Buy |
+2,270
| New | +$57K | 0.01% | 341 |
|
|
2020
Q1 | – | Sell |
-1,317
| Closed | -$38K | – | 1142 |
|
|
2019
Q4 | $38K | Buy |
+1,317
| New | +$38K | 0.01% | 254 |
|