Congress Wealth Management’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 | $1.06M | Buy |
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|
2025
Q1 | $902K | Buy |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $976K | Buy |
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|
2023
Q2 | $905K | Buy |
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|
2023
Q1 | $847K | Buy |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $814K | Buy |
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