Apollon Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
9,350
+2,057
| +28% | +$85K | 0.01% | 908 |
|
|
2025
Q1 | $280K | Buy |
7,293
+144
| +2% | +$5.53K | 0.01% | 973 |
|
|
2024
Q4 | $301K | Buy |
7,149
+882
| +14% | +$37.1K | 0.01% | 940 |
|
|
2024
Q3 | $262K | Buy |
6,267
+3
| +0% | +$125 | 0.01% | 957 |
|
|
2024
Q2 | $241K | Sell |
6,264
-2,346
| -27% | -$90.3K | 0.01% | 936 |
|
|
2024
Q1 | $347K | Buy |
8,610
+305
| +4% | +$12.3K | 0.01% | 820 |
|
|
2023
Q4 | $316K | Buy |
8,305
+1,726
| +26% | +$65.6K | 0.01% | 821 |
|
|
2023
Q3 | $221K | Buy |
6,579
+183
| +3% | +$6.16K | 0.01% | 798 |
|
|
2023
Q2 | $227K | Buy |
+6,396
| New | +$227K | 0.01% | 821 |
|