GWA
GGM Wealth Advisors’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
Q1 | $278K | Hold |
7,440
| – | – | 0.15% | 107 |
|
|
2024
Q4 | $313K | Buy |
7,440
+126
| +2% | +$5.3K | 0.16% | 104 |
|
|
2024
Q3 | $306K | Buy |
7,314
+1,027
| +16% | +$42.9K | 0.13% | 112 |
|
|
2024
Q2 | $242K | Buy |
+6,287
| New | +$242K | 0.11% | 122 |
|
|
2022
Q2 | – | Sell |
-9,250
| Closed | -$348K | – | 137 |
|
|
2022
Q1 | $348K | Hold |
9,250
| – | – | 0.17% | 100 |
|
|
2021
Q4 | $368K | Hold |
9,250
| – | – | 0.29% | 65 |
|
|
2021
Q3 | $381K | Hold |
9,250
| – | – | 0.3% | 64 |
|
|
2021
Q2 | $354K | Hold |
9,250
| – | – | 0.3% | 61 |
|
|
2021
Q1 | $369K | Buy |
+9,250
| New | +$369K | 0.29% | 60 |
|