Bond & Devick Financial Network’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 | $675K | Buy |
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|
2025
Q1 | $624K | Buy |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $389K | Buy |
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