Boston Standard 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 | $860K | Buy |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $232K | Buy |
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