Financial Synergies Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-254
| Closed | -$10.2K | – | 188 |
|
|
2024
Q1 | $10.2K | Buy |
254
+76
| +43% | +$3.06K | ﹤0.01% | 250 |
|
|
2023
Q4 | $5.85K | Sell |
178
-49
| -22% | -$1.61K | ﹤0.01% | 210 |
|
|
2023
Q3 | $7.64K | Buy |
227
+13
| +6% | +$437 | ﹤0.01% | 246 |
|
|
2023
Q2 | $7.6K | Buy |
214
+17
| +9% | +$604 | ﹤0.01% | 239 |
|
|
2023
Q1 | $6.71K | Buy |
197
+19
| +11% | +$647 | ﹤0.01% | 250 |
|
|
2022
Q4 | $5.85K | Buy |
178
+29
| +19% | +$952 | ﹤0.01% | 210 |
|
|
2022
Q3 | $4.58K | Buy |
149
+7
| +5% | +$215 | ﹤0.01% | 190 |
|
|
2022
Q2 | $4.46K | Buy |
+142
| New | +$4.46K | ﹤0.01% | 193 |
|