GPS Wealth Strategies Group’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 | $50.9K | Buy |
1,232
+33
| +3% | +$1.36K | 0.01% | 629 |
|
|
2025
Q1 | $46K | Buy |
1,199
+69
| +6% | +$2.65K | 0.01% | 633 |
|
|
2024
Q4 | $47.5K | Buy |
1,130
+2
| +0.2% | +$84 | 0.01% | 585 |
|
|
2024
Q3 | $47.2K | Buy |
1,128
+3
| +0.3% | +$125 | 0.01% | 587 |
|
|
2024
Q2 | $43.3K | Buy |
1,125
+302
| +37% | +$11.6K | 0.01% | 571 |
|
|
2024
Q1 | $33.1K | Hold |
823
| – | – | 0.01% | 608 |
|
|
2023
Q4 | $31.3K | Sell |
823
-104
| -11% | -$3.95K | 0.01% | 601 |
|
|
2023
Q3 | $31.2K | Hold |
927
| – | – | 0.01% | 598 |
|
|
2023
Q2 | $32.9K | Hold |
927
| – | – | 0.01% | 594 |
|
|
2023
Q1 | $31.5K | Buy |
+927
| New | +$31.5K | 0.01% | 597 |
|