Geneos 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 | $16.7K | Sell |
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|
2025
Q2 | $22.9K | Sell |
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|
2025
Q1 | $42.1K | Buy |
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|
2024
Q4 | $28K | Sell |
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|
2024
Q3 | $35.9K | Buy |
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|
2024
Q2 | $16.3K | Buy |
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|
2024
Q1 | $17.1K | Buy |
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|
2023
Q4 | $16.1K | Buy |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $14.9K | Sell |
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|
2023
Q1 | $16.3K | Buy |
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|
2022
Q4 | $15.7K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $9K | Buy |
|