Glassman Wealth Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41 | Hold |
1
| – | – | ﹤0.01% | 181 |
|
|
2025
Q1 | $38 | Sell |
1
-809
| -100% | -$30.7K | ﹤0.01% | 210 |
|
|
2024
Q4 | $34.1K | Buy |
810
+809
| +80,900% | +$34K | 0.01% | 115 |
|
|
2024
Q3 | $42 | Hold |
1
| – | – | ﹤0.01% | 180 |
|
|
2024
Q2 | $39 | Hold |
1
| – | – | ﹤0.01% | 191 |
|
|
2024
Q1 | $40 | Hold |
1
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $38 | Hold |
1
| – | – | ﹤0.01% | 1951 |
|
|
2023
Q3 | $34 | Hold |
1
| – | – | ﹤0.01% | 1984 |
|
|
2023
Q2 | $36 | Buy |
+1
| New | +$36 | ﹤0.01% | 1897 |
|