ERTS Wealth Advisors’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 | – | Sell |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $200K | Buy |
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