HILLTOP WEALTH ADVISORS, LLC ESML Holdings History
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 $43.01, 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 ($43.01) Holding Chart
HILLTOP WEALTH ADVISORS, LLC ESML ($43.01) 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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