WESCOTT FINANCIAL ADVISORY GROUP, LLC – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$994,000
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, 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 | Increase | +6.41% | 1.95K shares | 35K | $30.67 | 32.39K |
| Q2 2022 | share | Increase | +10.20% | 2.81K shares | -92K | $31.5 | 30.44K |
| Q1 2022 | share | Increase | +14.54% | 3.50K shares | 79K | $38.04 | 27.62K |
| Q4 2021 | share | Increase | +55.85% | 8.64K shares | 368K | $40.38 | 24.11K |
| Q3 2021 | share | Increase | +1.93% | 293 shares | 6K | $39.01 | 15.47K |
| Q2 2021 | share | Increase | +30.92% | 3.58K shares | 151K | $40.25 | 15.18K |
| Q1 2021 | share | Increase | +3.49% | 391 shares | 65K | $38.36 | 11.59K |
| Q4 2020 | share | Increase | 0.00% | 11.20K shares | 382K | $33.88 | 11.20K |