VHAM
Van Hulzen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,100
| Closed | -$46.3K | – | 533 |
|
|
2024
Q4 | $46.3K | Buy |
+1,100
| New | +$46.3K | ﹤0.01% | 518 |
|
|
2023
Q1 | – | Sell |
-7,251
| Closed | -$238K | – | 307 |
|
|
2022
Q4 | $238K | Hold |
7,251
| – | – | 0.03% | 250 |
|
|
2022
Q3 | $222K | Sell |
7,251
-453
| -6% | -$13.9K | 0.03% | 244 |
|
|
2022
Q2 | $243K | Buy |
7,704
+32
| +0.4% | +$1.01K | 0.03% | 250 |
|
|
2022
Q1 | $292K | Sell |
7,672
-3,466
| -31% | -$132K | 0.03% | 240 |
|
|
2021
Q4 | $449K | Buy |
11,138
+120
| +1% | +$4.84K | 0.05% | 188 |
|
|
2021
Q3 | $430K | Buy |
11,018
+248
| +2% | +$9.68K | 0.06% | 170 |
|
|
2021
Q2 | $435K | Buy |
+10,770
| New | +$435K | 0.07% | 167 |
|