Highland Private 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
2022
Q4
Sell
2022
Q3
$2.33M Buy
2022
Q2
$2.36M Buy
2022
Q1
$1.79M Buy
2021
Q4
$1.79M Buy
2021
Q3
$1.17M Buy
2021
Q2
$1M Buy
2021
Q1
$929K Buy
2020
Q4
$746K Buy