SAI
Savvy Advisors Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,312
| Closed | -$389K | – | 456 |
|
|
2024
Q3 | $389K | Sell |
9,312
-25
| -0.3% | -$1.05K | 0.08% | 214 |
|
|
2024
Q2 | $359K | Sell |
9,337
-50
| -0.5% | -$1.93K | 0.12% | 186 |
|
|
2024
Q1 | $378K | Hold |
9,387
| – | – | 0.22% | 128 |
|
|
2023
Q4 | $357K | Buy |
+9,387
| New | +$357K | 0.35% | 87 |
|