Carolina Wealth 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
Q3 | $139K | Sell |
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|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $156K | Sell |
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|
2024
Q3 | $160K | Hold |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $163K | Hold |
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|
2023
Q4 | $154K | Buy |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $113K | Hold |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $155K | Hold |
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|
2021
Q4 | $164K | Buy |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $142K | Hold |
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|
2020
Q4 | $126K | Buy |
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|
2020
Q3 | $91K | Buy |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $25K | Buy |
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