Silicon Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,820
| Closed | -$221K | – | 103 |
|
|
2022
Q1 | $221K | Buy |
+5,820
| New | +$221K | 0.14% | 102 |
|
|
2021
Q4 | – | Sell |
-8,207
| Closed | -$320K | – | 121 |
|
|
2021
Q3 | $320K | Buy |
8,207
+2,586
| +46% | +$101K | 0.22% | 89 |
|
|
2021
Q2 | $227K | Buy |
+5,621
| New | +$227K | 0.18% | 82 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$15 | – | 132 |
|
|
2019
Q4 | $15 | Buy |
+1
| New | +$15 | 0.01% | 211 |
|