Cranbrook 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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $901K | Buy |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $940K | Buy |
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|
2024
Q1 | $966K | Buy |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $771K | Hold |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $746K | Buy |
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|
2022
Q4 | $715K | Buy |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $680K | Buy |
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|
2021
Q1 | $639K | Sell |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $369K | Buy |
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|
2020
Q1 | $241K | Buy |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $29K | Buy |
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