Center for Financial Planning’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01K | Hold |
218
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $8.37K | Hold |
218
| – | – | ﹤0.01% | 487 |
|
|
2024
Q4 | $9.17K | Hold |
218
| – | – | ﹤0.01% | 431 |
|
|
2024
Q3 | $9.12K | Hold |
218
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $8.39K | Hold |
218
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $8.78K | Hold |
218
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $8.29K | Hold |
218
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $7.34K | Hold |
218
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $7.74K | Hold |
218
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $7.41K | Hold |
218
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $7.17K | Hold |
218
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $7K | Hold |
218
| – | – | ﹤0.01% | 389 |
|
|
2022
Q2 | $7K | Hold |
218
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $8K | Hold |
218
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $9K | Buy |
218
+100
| +85% | +$4.13K | ﹤0.01% | 389 |
|
|
2021
Q3 | $5K | Hold |
118
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $5K | Hold |
118
| – | – | ﹤0.01% | 417 |
|
|
2021
Q1 | $5K | Buy |
+118
| New | +$5K | ﹤0.01% | 442 |
|