Wealthcare Capital Management’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
2021
Q2
Sell
-1,973
Closed -$76K 265
2021
Q1
$76K Buy
+1,973
New +$76K 0.01% 114
2020
Q2
Sell
-2,218
Closed -$44K 113
2020
Q1
$44K Buy
2,218
+369
+20% +$7.32K 0.01% 97
2019
Q4
$53K Buy
+1,849
New +$53K 0.01% 106