Hurlow Wealth Management 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
Q2 | $346K | Hold |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $568K | Hold |
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|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $397K | Hold |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $297K | Buy |
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