Goodwin Investment Advisory’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
Q4 | – | Sell |
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|
2023
Q3 | $123K | Sell |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $544K | Sell |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $28K | Buy |
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