Regal Wealth Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-431
| Closed | -$17K | – | 118 |
|
|
2021
Q1 | $17K | Hold |
431
| – | – | 0.01% | 151 |
|
|
2020
Q4 | $15K | Hold |
431
| – | – | 0.01% | 143 |
|
|
2020
Q3 | $11K | Hold |
431
| – | – | 0.01% | 143 |
|
|
2020
Q2 | $11K | Hold |
431
| – | – | 0.01% | 144 |
|
|
2020
Q1 | $9K | Hold |
431
| – | – | 0.01% | 126 |
|
|
2019
Q4 | $12K | Hold |
431
| – | – | 0.01% | 144 |
|
|
2019
Q3 | $12K | Buy |
+431
| New | +$12K | 0.01% | 117 |
|