CWA
Cornerstone Wealth 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 | $215K | Buy |
+5,190
| New | +$215K | 0.06% | 45 |
|
|
2025
Q1 | – | Sell |
-5,050
| Closed | -$212K | – | 49 |
|
|
2024
Q4 | $212K | Sell |
5,050
-500
| -9% | -$21K | 0.06% | 50 |
|
|
2024
Q3 | $232K | Hold |
5,550
| – | – | 0.06% | 47 |
|
|
2024
Q2 | $214K | Buy |
+5,550
| New | +$214K | 0.06% | 47 |
|