JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $718K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $333K | Hold |
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|
2019
Q1 | $325K | Hold |
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|
2018
Q4 | $279K | Buy |
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