Heck Capital 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
2022
Q4
Sell
-7,701
Closed -$236K 141
2022
Q3
$236K Buy
7,701
+154
+2% +$4.72K 0.05% 107
2022
Q2
$238K Sell
7,547
-892
-11% -$28.1K 0.05% 107
2022
Q1
$321K Buy
+8,439
New +$321K 0.06% 97