Brewster Financial Planning’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 | $747K | Hold |
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|
2025
Q2 | $685K | Buy |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $681K | Buy |
|
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $247K | Buy |
|