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Elm 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
2021
Q1
Sell
-2,420
Closed -$83K 147
2020
Q4
$83K Buy
+2,420
New +$83K 0.05% 129
2018
Q4
Sell
-1,820
Closed -$51K 140
2018
Q3
$51K Buy
+1,820
New +$51K 0.03% 164