Heritage Wealth Management (Arizona)’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 | $460K | Buy |
13,986
+6,979
| +100% | +$229K | 0.07% | 227 |
|
|
2022
Q3 | $215K | Sell |
7,007
-446
| -6% | -$13.7K | 0.07% | 212 |
|
|
2022
Q2 | $235K | Sell |
7,453
-618
| -8% | -$19.5K | 0.08% | 205 |
|
|
2022
Q1 | $307K | Buy |
+8,071
| New | +$307K | 0.08% | 184 |
|
|
2021
Q3 | $190K | Buy |
4,875
+754
| +18% | +$29.4K | 0.07% | 228 |
|
|
2021
Q2 | $166K | Buy |
4,121
+1,180
| +40% | +$47.5K | 0.06% | 259 |
|
|
2021
Q1 | $113K | Buy |
+2,941
| New | +$113K | 0.06% | 232 |
|