Bartlett & Co 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 | $41.2K | Hold |
|
|||||
|
2025
Q2 | $37.8K | Hold |
|
|||||
|
2025
Q1 | $35.1K | Hold |
|
|||||
|
2024
Q4 | $38.5K | Hold |
|
|||||
|
2024
Q3 | $38.3K | Hold |
|
|||||
|
2024
Q2 | $35.2K | Hold |
|
|||||
|
2024
Q1 | $36.8K | Hold |
|
|||||
|
2023
Q4 | $35.3K | Hold |
|
|||||
|
2023
Q3 | $30.9K | Hold |
|
|||||
|
2023
Q2 | $32.5K | Hold |
|
|||||
|
2023
Q1 | $31.1K | Hold |
|
|||||
|
2022
Q4 | $30.1K | Hold |
|
|||||
|
2022
Q3 | $28.1K | Hold |
|
|||||
|
2022
Q2 | $28.8K | Hold |
|
|||||
|
2022
Q1 | $34.8K | Buy |
|