HPM
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Hoxton Planning & Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,454
Closed -$287K 153
2023
Q1
$287K Sell
8,454
-2,230
-21% -$75.8K 0.16% 119
2022
Q4
$351K Buy
+10,684
New +$351K 0.19% 105