SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-998
| Closed | -$33.9K | – | 954 |
|
|
2023
Q1 | $33.9K | Buy |
998
+4
| +0.4% | +$136 | 0.01% | 336 |
|
|
2022
Q4 | $32.7K | Buy |
994
+4
| +0.4% | +$132 | 0.01% | 331 |
|
|
2022
Q3 | $30K | Hold |
990
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $31K | Buy |
+990
| New | +$31K | 0.01% | 316 |
|