Horizons Wealth Management’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 | $116K | Hold |
2,803
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $108K | Hold |
2,803
| – | – | 0.08% | 76 |
|
|
2024
Q4 | $118K | Hold |
2,803
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $117K | Hold |
2,803
| – | – | 0.09% | 75 |
|
|
2024
Q2 | $113K | Sell |
2,803
-2,324
| -45% | -$93.6K | 0.09% | 75 |
|
|
2024
Q1 | $195K | Hold |
5,127
| – | – | 0.13% | 62 |
|
|
2023
Q4 | $195K | Buy |
+5,127
| New | +$195K | 0.13% | 62 |
|