Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,750
| Closed | -$204K | – | 267 |
|
|
2023
Q2 | $204K | Buy |
+5,750
| New | +$204K | ﹤0.01% | 841 |
|
|
2022
Q2 | – | Sell |
-5,750
| Closed | -$219K | – | 924 |
|
|
2022
Q1 | $219K | Hold |
5,750
| – | – | ﹤0.01% | 828 |
|
|
2021
Q4 | $232K | Hold |
5,750
| – | – | ﹤0.01% | 815 |
|
|
2021
Q3 | $224K | Hold |
5,750
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $232K | Hold |
5,750
| – | – | ﹤0.01% | 771 |
|
|
2021
Q1 | $222K | Buy |
+5,750
| New | +$222K | ﹤0.01% | 757 |
|