GoalVest Advisory’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
Q4 | $30.3K | Sell |
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|
2025
Q3 | $135K | Hold |
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2025
Q2 | $123K | Hold |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $125K | Buy |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $98.5K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $97.3K | Hold |
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|
2023
Q3 | $86.1K | Buy |
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|
2023
Q2 | $30.2K | Buy |
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