CSWG
Cardinal Strategic Wealth Guidance’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
Q1 | – | Sell |
-98
| Closed | -$4.12K | – | 66 |
|
|
2024
Q4 | $4.12K | Hold |
98
| – | – | ﹤0.01% | 82 |
|
|
2024
Q3 | $4.1K | Hold |
98
| – | – | ﹤0.01% | 60 |
|
|
2024
Q2 | $3.77K | Hold |
98
| – | – | ﹤0.01% | 77 |
|
|
2024
Q1 | $3.95K | Hold |
98
| – | – | ﹤0.01% | 57 |
|
|
2023
Q4 | $3.73K | Hold |
98
| – | – | ﹤0.01% | 72 |
|
|
2023
Q3 | $3.3K | Hold |
98
| – | – | ﹤0.01% | 81 |
|
|
2023
Q2 | $3.48K | Hold |
98
| – | – | ﹤0.01% | 75 |
|
|
2023
Q1 | $3.33K | Buy |
98
+28
| +40% | +$952 | ﹤0.01% | 77 |
|
|
2022
Q4 | $2.3K | Hold |
70
| – | – | ﹤0.01% | 83 |
|
|
2022
Q3 | $2K | Sell |
70
-113
| -62% | -$3.23K | ﹤0.01% | 76 |
|
|
2022
Q2 | $6K | Buy |
+183
| New | +$6K | ﹤0.01% | 82 |
|