West Coast Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,281
| Closed | -$346K | – | 168 |
|
|
2024
Q3 | $346K | Hold |
8,281
| – | – | 0.04% | 134 |
|
|
2024
Q2 | $319K | Hold |
8,281
| – | – | 0.04% | 129 |
|
|
2024
Q1 | $333K | Buy |
8,281
+134
| +2% | +$5.4K | 0.04% | 127 |
|
|
2023
Q4 | $310K | Sell |
8,147
-373
| -4% | -$14.2K | 0.04% | 125 |
|
|
2023
Q3 | $287K | Hold |
8,520
| – | – | 0.04% | 120 |
|
|
2023
Q2 | $303K | Hold |
8,520
| – | – | 0.04% | 125 |
|
|
2023
Q1 | $290K | Buy |
+8,520
| New | +$290K | 0.04% | 115 |
|