Financial Architects (New Jersey)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $430K | Sell |
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2023
Q1 | $434K | Sell |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $612K | Sell |
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|
2021
Q4 | $751K | Sell |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $120K | Buy |
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|
2019
Q4 | $145K | Buy |
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|
2019
Q3 | $96K | Buy |
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|
2019
Q2 | $48K | Buy |
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