WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $963K | Sell |
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|
2023
Q1 | $968K | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $786K | Buy |
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|
2020
Q2 | $521K | Buy |
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