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Baldwin Wealth Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Baldwin Wealth Partners’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-285
Closed -$11.9K – 489
2024
Q3 		$11.9K Hold
285
– – ﹤0.01% 770
2024
Q2 		$11K Hold
285
– – ﹤0.01% 532
2024
Q1 		$11.5K Hold
285
– – ﹤0.01% 540
2023
Q4 		$10.8K Hold
285
– – ﹤0.01% 563
2023
Q3 		$9.59K Hold
285
– – ﹤0.01% 583
2023
Q2 		$10.1K Hold
285
– – ﹤0.01% 594
2023
Q1 		$9.69K Hold
285
– – ﹤0.01% 618
2022
Q4 		$9.37K Buy
+285
New +$9.46K ﹤0.01% 613

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FLPIM
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FT
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