LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $141K | Hold |
4,145
| – | – | 0.05% | 183 |
|
|
2022
Q4 | $136K | Hold |
4,145
| – | – | 0.05% | 177 |
|
|
2022
Q3 | $127K | Hold |
4,145
| – | – | 0.05% | 175 |
|
|
2022
Q2 | $130K | Hold |
4,145
| – | – | 0.05% | 178 |
|
|
2022
Q1 | $157K | Hold |
4,145
| – | – | 0.05% | 171 |
|
|
2021
Q4 | $167K | Hold |
4,145
| – | – | 0.06% | 169 |
|
|
2021
Q3 | $162K | Hold |
4,145
| – | – | 0.06% | 167 |
|
|
2021
Q2 | $167K | Hold |
4,145
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $160K | Buy |
+4,145
| New | +$160K | 0.06% | 166 |
|