Grand Wealth Management’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
Q2 | $251K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $507K | Buy |
|