Curtis Advisory Group’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 | $364K | Sell |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $475K | Hold |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $487K | Buy |
|