Personal Capital Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $725K | Sell |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $561K | Hold |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $317K | Sell |
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|
2019
Q3 | $301K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $297K | Buy |
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|
2018
Q4 | $247K | Buy |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $295K | Buy |
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