PFM
Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.76M | Buy |
169,569
+13,388
| +9% | +$455K | 0.24% | 84 |
|
|
2022
Q4 | $5.14M | Buy |
156,181
+4,593
| +3% | +$151K | 0.23% | 85 |
|
|
2022
Q3 | $4.65M | Buy |
151,588
+20,857
| +16% | +$640K | 0.23% | 86 |
|
|
2022
Q2 | $4.12M | Buy |
130,731
+21,387
| +20% | +$674K | 0.2% | 85 |
|
|
2022
Q1 | $4.16M | Buy |
109,344
+52,345
| +92% | +$1.99M | 0.18% | 91 |
|
|
2021
Q4 | $2.3M | Buy |
56,999
+14,157
| +33% | +$571K | 0.1% | 127 |
|
|
2021
Q3 | $1.83M | Buy |
+42,842
| New | +$1.83M | 0.08% | 139 |
|