Shine Investment Advisory Services’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
2020
Q3
$41K Buy
1,556
+261
+20% +$6.88K 0.01% 330
2020
Q2
$32K Sell
1,295
-1,985
-61% -$49.1K 0.01% 383
2020
Q1
$65K Buy
3,280
+750
+30% +$14.9K 0.03% 235
2019
Q4
$73K Buy
+2,530
New +$73K 0.03% 255