Bragg 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 | $854K | Buy |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $795K | Buy |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $389K | Hold |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $248K | Buy |
|