RZH
Relyea Zuckerberg Hanson’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 | $1.83M | Buy |
44,198
+9,806
| +29% | +$405K | 0.21% | 69 |
|
|
2025
Q1 | $1.32M | Buy |
34,392
+959
| +3% | +$36.8K | 0.18% | 79 |
|
|
2024
Q4 | $1.41M | Sell |
33,433
-713
| -2% | -$30K | 0.19% | 77 |
|
|
2024
Q3 | $1.43M | Sell |
34,146
-2,583
| -7% | -$108K | 0.22% | 67 |
|
|
2024
Q2 | $1.41M | Sell |
36,729
-2,219
| -6% | -$85.4K | 0.24% | 61 |
|
|
2024
Q1 | $1.57M | Buy |
38,948
+4,775
| +14% | +$192K | 0.27% | 52 |
|
|
2023
Q4 | $1.3M | Buy |
34,173
+13,929
| +69% | +$529K | 0.25% | 60 |
|
|
2023
Q3 | $681K | Sell |
20,244
-926
| -4% | -$31.2K | 0.16% | 84 |
|
|
2023
Q2 | $752K | Buy |
21,170
+3,144
| +17% | +$112K | 0.17% | 82 |
|
|
2023
Q1 | $613K | Buy |
18,026
+3,718
| +26% | +$126K | 0.15% | 91 |
|
|
2022
Q4 | $470K | Sell |
14,308
-347
| -2% | -$11.4K | 0.13% | 100 |
|
|
2022
Q3 | $449K | Buy |
14,655
+478
| +3% | +$14.6K | 0.16% | 88 |
|
|
2022
Q2 | $447K | Sell |
14,177
-18,354
| -56% | -$579K | 0.17% | 90 |
|
|
2022
Q1 | $1.22M | Buy |
32,531
+15,708
| +93% | +$588K | 0.4% | 41 |
|
|
2021
Q4 | $614K | Sell |
16,823
-323
| -2% | -$11.8K | 0.22% | 81 |
|
|
2021
Q3 | $669K | Buy |
17,146
+176
| +1% | +$6.87K | 0.26% | 68 |
|
|
2021
Q2 | $685K | Buy |
16,970
+15
| +0.1% | +$605 | 0.28% | 59 |
|
|
2021
Q1 | $686K | Sell |
16,955
-4,125
| -20% | -$167K | 0.3% | 55 |
|
|
2020
Q4 | $719K | Sell |
21,080
-37
| -0.2% | -$1.26K | 0.39% | 44 |
|
|
2020
Q3 | $608K | Buy |
21,117
+1,546
| +8% | +$44.5K | 0.39% | 50 |
|
|
2020
Q2 | $491K | Buy |
+19,571
| New | +$491K | 0.39% | 56 |
|