BSW Wealth Partners’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 | $1.27M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $293K | Buy |
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