GW & Wade’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 | $1.11M | Buy |
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|
2023
Q3 | $974K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $986K | Sell |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $218K | Buy |
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