Strategic Wealth Partners Group’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
Q1
$384K Sell
2023
Q4
$372K Buy
2023
Q3
$329K Buy
2023
Q2
$335K Buy
2023
Q1
$231K Buy