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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.6K | Buy |
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2025
Q2 | $50.9K | Buy |
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2025
Q1 | $46K | Buy |
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|
2024
Q4 | $47.5K | Buy |
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|
2024
Q3 | $47.2K | Buy |
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|
2024
Q2 | $43.3K | Buy |
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|
2024
Q1 | $33.1K | Hold |
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|
2023
Q4 | $31.3K | Sell |
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|
2023
Q3 | $31.2K | Hold |
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|
2023
Q2 | $32.9K | Hold |
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|
2023
Q1 | $31.5K | Buy |
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