BIRCHBROOK, INC. ESML Holdings History

Number of Shares
10,367.00
Current Holdings Value*
$398,200.00
% of Portfolio
0.22%
Total Estimate Gain
$217,655.50
% of Total Estimate Gain
22.24%

BIRCHBROOK, INC.'s iShares ESG Aware MSCI USA Small-Cap ETF Holding Summary

As of 2025-03-31, BIRCHBROOK, INC. held 10,367.00 shares of iShares ESG Aware MSCI USA Small-Cap ETF(ESML), totaling $398,200.00. This investment constitutes 0.22% of their stock portfolio, and BIRCHBROOK, INC. now holds 0.02% of the outstanding iShares ESG Aware MSCI USA Small-Cap ETF(ESML) stock.

The initial trade took place in 2023Q4. And since then BIRCHBROOK, INC. has made 1 purchases of ESML, at an average price of $34.21, for a total of 28,614.00 shares. In addition, there have been 4 sales at an average price of $41.51 for 18,247.00 shares. Based on historical transaction data and ESML's current price of $42.35, BIRCHBROOK, INC.'s estimated gain on his ESML holdings is $217,655.50, reflecting a 22.24% gain to date.

BIRCHBROOK, INC. ESML ($42.35) Holding Chart

BIRCHBROOK, INC. ESML ($42.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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