AWM
Atticus 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 | $59K | Buy |
1,428
+20
| +1% | +$827 | 0.02% | 298 |
|
|
2025
Q1 | $54.1K | Sell |
1,408
-237
| -14% | -$9.1K | 0.02% | 225 |
|
|
2024
Q4 | $69.2K | Buy |
1,645
+6
| +0.4% | +$252 | 0.02% | 207 |
|
|
2024
Q3 | $68.6K | Buy |
1,639
+4
| +0.2% | +$167 | 0.02% | 212 |
|
|
2024
Q2 | $62.9K | Sell |
1,635
-194
| -11% | -$7.47K | 0.02% | 211 |
|
|
2024
Q1 | $73.7K | Buy |
1,829
+4
| +0.2% | +$161 | 0.02% | 199 |
|
|
2023
Q4 | $69.4K | Buy |
1,825
+387
| +27% | +$14.7K | 0.02% | 210 |
|
|
2023
Q3 | $48.4K | Hold |
1,438
| – | – | 0.02% | 251 |
|
|
2023
Q2 | $51.1K | Buy |
+1,438
| New | +$51.1K | 0.02% | 257 |
|