Fingerlakes 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 | $784K | Sell |
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|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $667K | Sell |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $796K | Buy |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $769K | Buy |
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|
2023
Q4 | $665K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $356K | Buy |
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