GoalVest Advisory’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 | $123K | Hold |
2,984
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $115K | Hold |
2,984
| – | – | 0.03% | 143 |
|
|
2024
Q4 | $125K | Buy |
2,984
+425
| +17% | +$17.9K | 0.03% | 137 |
|
|
2024
Q3 | $107K | Hold |
2,559
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $98.5K | Hold |
2,559
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $103K | Hold |
2,559
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $97.3K | Hold |
2,559
| – | – | 0.04% | 94 |
|
|
2023
Q3 | $86.1K | Buy |
2,559
+1,710
| +201% | +$57.5K | 0.04% | 116 |
|
|
2023
Q2 | $30.2K | Buy |
+849
| New | +$30.2K | 0.02% | 170 |
|