CA
Centerpoint Advisors’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
Q2 | $17K | Buy |
409
+48
| +13% | +$2K | 0.01% | 275 |
|
|
2025
Q1 | $14K | Buy |
361
+85
| +31% | +$3.3K | 0.01% | 291 |
|
|
2024
Q4 | $12K | Buy |
276
+83
| +43% | +$3.61K | ﹤0.01% | 334 |
|
|
2024
Q3 | $8K | Hold |
193
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $7K | Buy |
193
+21
| +12% | +$762 | ﹤0.01% | 366 |
|
|
2024
Q1 | $7K | Buy |
172
+32
| +23% | +$1.3K | ﹤0.01% | 342 |
|
|
2023
Q4 | $5K | Buy |
140
+80
| +133% | +$2.86K | ﹤0.01% | 356 |
|
|
2023
Q3 | $2K | Buy |
60
+8
| +15% | +$267 | ﹤0.01% | 436 |
|
|
2023
Q2 | $2K | Buy |
52
+34
| +189% | +$1.31K | ﹤0.01% | 440 |
|
|
2023
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 490 |
|