A detailed history of Affinia Financial Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Affinia Financial Group, LLC holds 8,622 shares of ESML stock, worth $358,244. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,622
Previous 8,821 2.26%
Holding current value
$358,244
Previous $299,000 2.34%
% of portfolio
0.22%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023

SELL
$32.46 - $35.52 $6,459 - $7,068
-199 Reduced 2.26%
8,622 $306,000
Q1 2023

May 04, 2023

BUY
$32.27 - $37.51 $21,362 - $24,831
662 Added 8.11%
8,821 $299,000
Q4 2022

Jan 31, 2023

BUY
$31.03 - $35.26 $253,173 - $287,686
8,159 New
8,159 $268,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Affinia Financial Group, LLC Portfolio

Follow Affinia Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinia Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinia Financial Group, LLC with notifications on news.