Carson Wealth (CWM LLC)’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 | $1.53M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $5.49M | Sell |
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|
2023
Q2 | $12.8M | Sell |
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|
2023
Q1 | $12.8M | Sell |
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|
2022
Q4 | $14.6M | Sell |
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|
2022
Q3 | $17.5M | Sell |
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|
2022
Q2 | $18.9M | Sell |
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|
2022
Q1 | $29.2M | Sell |
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|
2021
Q4 | $34M | Buy |
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|
2021
Q2 | $32.6M | Hold |
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|
2021
Q1 | $32.6M | Hold |
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|
2020
Q4 | $32.6M | Hold |
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|
2020
Q3 | $32.6M | Hold |
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|
2020
Q2 | $32.6M | Hold |
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|
2020
Q1 | $32.6M | Hold |
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|
2019
Q4 | $32.6M | Hold |
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|
2019
Q3 | $32.6M | Hold |
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|
2019
Q2 | $32.6M | Hold |
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|
2019
Q1 | $32.6M | Buy |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $248K | Buy |
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