RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $3.05M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $2.5M | Sell |
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|
2021
Q2 | $2.63M | Buy |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $1.63M | Buy |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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