Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-107,552.35
% of Total Estimate Gain
-4.89%

HILLTOP WEALTH ADVISORS, LLC's iShares ESG Aware MSCI USA Small-Cap ETF Holding Summary

As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held - shares of iShares ESG Aware MSCI USA Small-Cap ETF(ESML), totaling N/A. This investment constitutes 0% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares ESG Aware MSCI USA Small-Cap ETF(ESML) stock.

The initial trade took place in 2021Q2. And since then HILLTOP WEALTH ADVISORS, LLC has made 7 purchases of ESML, at an average price of $38.35, for a total of 57,343.00 shares. In addition, there have been 8 sales at an average price of $36.47 for 57,343.00 shares. Based on historical transaction data and ESML's current price of $42.60, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his ESML holdings is $-107,552.35, reflecting a -4.89% gain to date.

HILLTOP WEALTH ADVISORS, LLC ESML ($42.60) Holding Chart

HILLTOP WEALTH ADVISORS, LLC ESML ($42.60) 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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