LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $14K | Hold |
522
| – | – | 0.01% | 377 |
|
|
2020
Q2 | $13K | Hold |
522
| – | – | 0.01% | 386 |
|
|
2020
Q1 | $10K | Buy |
522
+328
| +169% | +$6.28K | 0.01% | 398 |
|
|
2019
Q4 | $6K | Hold |
194
| – | – | ﹤0.01% | 450 |
|
|
2019
Q3 | $5K | Buy |
194
+85
| +78% | +$2.19K | ﹤0.01% | 457 |
|
|
2019
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 487 |
|
|
2019
Q1 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 489 |
|