Elwood & Goetz Wealth 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
Q3 | $392K | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $314K | Buy |
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