JFGLC
Johnson Financial Group LLC (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Hold |
11,415
| – | – | 0.04% | 44 |
|
|
2025
Q1 | $438K | Hold |
11,415
| – | – | 0.05% | 53 |
|
|
2024
Q4 | $480K | Buy |
11,415
+4,056
| +55% | +$171K | 0.06% | 34 |
|
|
2024
Q3 | $308K | Hold |
7,359
| – | – | 0.04% | 41 |
|
|
2024
Q2 | $283K | Hold |
7,359
| – | – | 0.04% | 38 |
|
|
2024
Q1 | $296K | Hold |
7,359
| – | – | 0.04% | 35 |
|
|
2023
Q4 | $280K | Buy |
+7,359
| New | +$280K | 0.04% | 41 |
|