West Coast Financial’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
2024
Q4
Sell
2024
Q3
$346K Hold
2024
Q2
$319K Hold
2024
Q1
$333K Buy
2023
Q4
$310K Sell
2023
Q3
$287K Hold
2023
Q2
$303K Hold
2023
Q1
$290K Buy