Global Retirement Partners’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 | $13.2K | Hold |
|
|||||
|
2025
Q2 | $12.1K | Buy |
|
|||||
|
2024
Q4 | $33.3K | Buy |
|
|||||
|
2024
Q3 | $30.5K | Sell |
|
|||||
|
2024
Q2 | $34.8K | Buy |
|
|||||
|
2024
Q1 | $33.5K | Buy |
|
|||||
|
2023
Q4 | $29.6K | Hold |
|
|||||
|
2023
Q3 | $26.4K | Hold |
|
|||||
|
2023
Q2 | $28.7K | Buy |
|
|||||
|
2023
Q1 | $23.3K | Sell |
|
|||||
|
2022
Q4 | $24K | Hold |
|
|||||
|
2022
Q3 | $25K | Hold |
|
|||||
|
2022
Q2 | $23K | Sell |
|
|||||
|
2022
Q1 | $25K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $2K | Buy |
|
|||||
|
2021
Q1 | $2K | Buy |
|