Continuum Advisory’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 | – | Sell |
-4,001
| Closed | -$154K | – | 754 |
|
|
2025
Q1 | $154K | Hold |
4,001
| – | – | 0.02% | 441 |
|
|
2024
Q4 | $168K | Sell |
4,001
-232
| -5% | -$9.76K | 0.02% | 422 |
|
|
2024
Q3 | $186K | Hold |
4,233
| – | – | 0.02% | 406 |
|
|
2024
Q2 | $163K | Sell |
4,233
-1
| -0% | -$38 | 0.02% | 403 |
|
|
2024
Q1 | $166K | Buy |
+4,234
| New | +$166K | 0.02% | 398 |
|