OBWG
Onyx Bridge Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,869
| Closed | -$451K | – | 269 |
|
|
2023
Q4 | $451K | Buy |
11,869
+5,200
| +78% | +$198K | 0.09% | 140 |
|
|
2023
Q3 | $224K | Buy |
+6,669
| New | +$224K | 0.05% | 202 |
|
|
2023
Q2 | – | Sell |
-11,315
| Closed | -$385K | – | 241 |
|
|
2023
Q1 | $385K | Buy |
+11,315
| New | +$385K | 0.15% | 107 |
|
|
2022
Q4 | – | Sell |
-9,624
| Closed | -$299K | – | 189 |
|
|
2022
Q3 | $299K | Buy |
+9,624
| New | +$299K | 0.14% | 117 |
|