Boston Standard Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
16,390
+3,239
| +25% | +$134K | 0.12% | 29 |
|
|
2025
Q1 | $506K | Sell |
13,151
-500
| -4% | -$19.2K | 0.11% | 31 |
|
|
2024
Q4 | $574K | Buy |
13,651
+20
| +0.1% | +$841 | 0.11% | 29 |
|
|
2024
Q3 | $570K | Buy |
13,631
+480
| +4% | +$20.1K | 0.11% | 30 |
|
|
2024
Q2 | $506K | Buy |
13,151
+110
| +0.8% | +$4.23K | 0.11% | 31 |
|
|
2024
Q1 | $525K | Buy |
13,041
+386
| +3% | +$15.5K | 0.12% | 32 |
|
|
2023
Q4 | $426K | Hold |
12,655
| – | – | 0.11% | 32 |
|
|
2023
Q3 | $426K | Sell |
12,655
-609
| -5% | -$20.5K | 0.11% | 32 |
|
|
2023
Q2 | $471K | Buy |
13,264
+502
| +4% | +$17.8K | 0.12% | 32 |
|
|
2023
Q1 | $434K | Sell |
12,762
-2,581
| -17% | -$87.8K | 0.12% | 31 |
|
|
2022
Q4 | $505K | Sell |
15,343
-32
| -0.2% | -$1.05K | 0.15% | 29 |
|
|
2022
Q3 | $472K | Buy |
15,375
+49
| +0.3% | +$1.5K | 0.16% | 28 |
|
|
2022
Q2 | $489K | Buy |
15,326
+610
| +4% | +$19.5K | 0.16% | 27 |
|
|
2022
Q1 | $560K | Buy |
14,716
+223
| +2% | +$8.49K | 0.16% | 28 |
|
|
2021
Q4 | $584K | Buy |
14,493
+56
| +0.4% | +$2.26K | 0.16% | 27 |
|
|
2021
Q3 | $563K | Buy |
14,437
+686
| +5% | +$26.8K | 0.17% | 27 |
|
|
2021
Q2 | $555K | Buy |
13,751
+2,738
| +25% | +$111K | 0.17% | 27 |
|
|
2021
Q1 | $422K | Buy |
11,013
+1,025
| +10% | +$39.3K | 0.14% | 28 |
|
|
2020
Q4 | $341K | Buy |
9,988
+43
| +0.4% | +$1.47K | 0.13% | 31 |
|
|
2020
Q3 | $264K | Buy |
9,945
+695
| +8% | +$18.4K | 0.11% | 33 |
|
|
2020
Q2 | $232K | Buy |
+9,250
| New | +$232K | 0.1% | 32 |
|