Baltimore-Washington Financial Advisors’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
Q2 | $222K | Hold |
|
|||||
|
2025
Q1 | $206K | Hold |
|
|||||
|
2024
Q4 | $226K | Hold |
|
|||||
|
2024
Q3 | $225K | Sell |
|
|||||
|
2024
Q2 | $216K | Hold |
|
|||||
|
2024
Q1 | $226K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $245K | Buy |
|
|||||
|
2022
Q4 | $237K | Sell |
|
|||||
|
2022
Q3 | $273K | Buy |
|
|||||
|
2022
Q2 | $239K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $242K | Buy |
|