PA
Paracle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $467K | Hold |
12,135
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $414K | Hold |
12,135
| – | – | 0.08% | 78 |
|
|
2020
Q3 | $321K | Hold |
12,135
| – | – | 0.07% | 79 |
|
|
2020
Q2 | $304K | Buy |
12,135
+115
| +1% | +$2.88K | 0.07% | 74 |
|
|
2020
Q1 | $239K | Buy |
+12,020
| New | +$239K | 0.06% | 77 |
|