IWA
Invera Wealth Advisors’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
Q1 | $3.4M | Sell |
88,412
-2,344
| -3% | -$90K | 3.99% | 11 |
|
|
2024
Q4 | $3.99M | Sell |
90,756
-2,076
| -2% | -$91.3K | 3.95% | 11 |
|
|
2024
Q3 | $4.13M | Buy |
92,832
+2,105
| +2% | +$93.6K | 4.11% | 10 |
|
|
2024
Q2 | $3.59M | Buy |
90,727
+1,010
| +1% | +$40K | 3.68% | 13 |
|
|
2024
Q1 | $3.32M | Buy |
89,717
+531
| +0.6% | +$19.6K | 2.82% | 14 |
|
|
2023
Q4 | $3.39M | Buy |
+89,186
| New | +$3.39M | 2.12% | 18 |
|