Harvest Group Wealth Management’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
Q1 | $2.71M | Buy |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.32M | Sell |
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|
2021
Q4 | $8.55M | Buy |
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|
2021
Q3 | $7.55M | Buy |
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|
2021
Q2 | $7.53M | Sell |
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|
2021
Q1 | $7.78M | Sell |
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|
2020
Q4 | $7.32M | Sell |
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|
2020
Q3 | $6.47M | Sell |
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|
2020
Q2 | $6.38M | Buy |
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