OGF
Orin Green Financial’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 | $255K | Hold |
6,170
| – | – | 0.11% | 65 |
|
|
2025
Q1 | $216K | Buy |
+6,170
| New | +$216K | 0.1% | 67 |
|
|
2024
Q4 | – | Sell |
-6,170
| Closed | -$258K | – | 64 |
|
|
2024
Q3 | $258K | Sell |
6,170
-527
| -8% | -$22K | 0.11% | 68 |
|
|
2024
Q2 | $258K | Buy |
+6,697
| New | +$258K | 0.12% | 63 |
|
|
2024
Q1 | – | Sell |
-6,274
| Closed | -$238K | – | 61 |
|
|
2023
Q4 | $238K | Buy |
6,274
+1,329
| +27% | +$50.5K | 0.12% | 65 |
|
|
2023
Q3 | $211K | Buy |
+4,945
| New | +$211K | 0.12% | 65 |
|