Integris 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
Q3 | $3.3M | Sell |
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|
2025
Q2 | $3.06M | Buy |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.63M | Buy |
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