Brandywine Oak Private Wealth’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 | $516K | Sell |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $254K | Buy |
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