Financial Gravity Asset Management’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
2024
Q2
Sell
-1,257
Closed -$48.6K 1775
2024
Q1
$48.6K Sell
1,257
-67,967
-98% -$2.63M 0.01% 392
2023
Q4
$5.38M Buy
69,224
+881
+1% +$68.4K 0.06% 111
2023
Q3
$5.34M Buy
68,343
+63,629
+1,350% +$4.97M 0.06% 107
2023
Q2
$167 Buy
4,714
+36
+0.8% +$1 ﹤0.01% 1212
2023
Q1
$161 Buy
+4,678
New +$161 0.01% 649