Concord Wealth Partners’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
Q2 | $44.6K | Hold |
|
|||||
|
2025
Q1 | $41.4K | Sell |
|
|||||
|
2024
Q4 | $138K | Sell |
|
|||||
|
2024
Q3 | $151K | Sell |
|
|||||
|
2024
Q2 | $289K | Sell |
|
|||||
|
2024
Q1 | $438K | Sell |
|
|||||
|
2023
Q4 | $521K | Sell |
|
|||||
|
2023
Q3 | $576K | Sell |
|
|||||
|
2023
Q2 | $680K | Buy |
|
|||||
|
2023
Q1 | $591K | Sell |
|
|||||
|
2022
Q4 | $631K | Buy |
|
|||||
|
2022
Q3 | $569K | Sell |
|
|||||
|
2022
Q2 | $616K | Buy |
|
|||||
|
2022
Q1 | $626K | Buy |
|
|||||
|
2021
Q4 | $541K | Buy |
|
|||||
|
2021
Q3 | $309K | Buy |
|
|||||
|
2021
Q2 | $173K | Buy |
|