WIA
World Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,655
| Closed | -$225K | – | 384 |
|
|
2023
Q3 | $225K | Sell |
6,655
-3,966
| -37% | -$134K | 0.04% | 238 |
|
|
2023
Q2 | $377K | Sell |
10,621
-432
| -4% | -$15.3K | 0.07% | 163 |
|
|
2023
Q1 | $376K | Buy |
11,053
+2,260
| +26% | +$76.8K | 0.08% | 157 |
|
|
2022
Q4 | $289K | Buy |
8,793
+556
| +7% | +$18.3K | 0.07% | 178 |
|
|
2022
Q3 | $253K | Buy |
8,237
+1,579
| +24% | +$48.5K | 0.06% | 199 |
|
|
2022
Q2 | $233K | Buy |
+6,658
| New | +$233K | 0.05% | 232 |
|