HWMG
Hurlow Wealth Management Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
8,365
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $321K | Sell |
8,365
-5,147
| -38% | -$198K | 0.1% | 85 |
|
|
2024
Q4 | $568K | Hold |
13,512
| – | – | 0.18% | 56 |
|
|
2024
Q3 | $565K | Buy |
13,512
+119
| +0.9% | +$4.98K | 0.18% | 60 |
|
|
2024
Q2 | $516K | Buy |
13,393
+353
| +3% | +$13.6K | 0.18% | 61 |
|
|
2024
Q1 | $525K | Hold |
13,040
| – | – | 0.19% | 63 |
|
|
2023
Q4 | $496K | Buy |
13,040
+144
| +1% | +$5.47K | 0.19% | 61 |
|
|
2023
Q3 | $434K | Buy |
12,896
+1,167
| +10% | +$39.3K | 0.19% | 66 |
|
|
2023
Q2 | $417K | Buy |
11,729
+60
| +0.5% | +$2.13K | 0.18% | 68 |
|
|
2023
Q1 | $397K | Hold |
11,669
| – | – | 0.18% | 68 |
|
|
2022
Q4 | $384K | Buy |
11,669
+1,937
| +20% | +$63.7K | 0.2% | 69 |
|
|
2022
Q3 | $298K | Buy |
9,732
+2,260
| +30% | +$69.2K | 0.17% | 72 |
|
|
2022
Q2 | $235K | Buy |
7,472
+575
| +8% | +$18.1K | 0.14% | 87 |
|
|
2022
Q1 | $262K | Buy |
+6,897
| New | +$262K | 0.16% | 80 |
|
|
2021
Q4 | – | Sell |
-7,617
| Closed | -$297K | – | 91 |
|
|
2021
Q3 | $297K | Buy |
+7,617
| New | +$297K | 0.18% | 76 |
|