Cherry Tree Wealth Management’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 | $10.3K | Hold |
248
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $9.53K | Hold |
248
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $10.4K | Hold |
248
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $10.4K | Hold |
248
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $9.55K | Hold |
248
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $9.99K | Hold |
248
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $9.43K | Hold |
248
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $8.35K | Hold |
248
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $8.81K | Buy |
+248
| New | +$8.81K | ﹤0.01% | 345 |
|