Axxcess Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.55M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $646K | Buy |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $651K | Buy |
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