CWS FINANCIAL ADVISORS, LLC – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$203,000
portfolio value
CWS FINANCIAL ADVISORS, LLC quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -5K | $30.67 | 6.61K | |
| Q2 2022 | share | Increase | +0.21% | 14 shares | -43K | $31.5 | 6.61K |
| Q1 2022 | share | Increase | +0.17% | 11 shares | -15K | $38.04 | 6.6K |
| Q4 2021 | share | Increase | +2.30% | 148 shares | 6K | $40.38 | 6.58K |
| Q2 2021 | share | Decrease | -3.71% | -248 shares | 2K | $40.25 | 6.44K |
| Q1 2021 | share | 0.00% | 0 shares | 30K | $38.36 | 6.68K | |
| Q4 2020 | share | Increase | 0.00% | 6.68K shares | 228K | $33.88 | 6.68K |