EWP
Elevation Wealth Partners’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 | $14.9K | Hold |
360
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $13.8K | Hold |
360
| – | – | 0.01% | 343 |
|
|
2024
Q4 | $15.1K | Hold |
360
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $15.1K | Hold |
360
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $13.9K | Hold |
360
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $14.5K | Hold |
360
| – | – | 0.01% | 321 |
|
|
2023
Q4 | $12.1K | Hold |
360
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $12.1K | Hold |
360
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $12.8K | Hold |
360
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $12.2K | Buy |
+360
| New | +$12.2K | 0.01% | 248 |
|