KFP
Keener Financial Planning’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 | $138K | Hold |
3,361
| – | – | 0.07% | 62 |
|
|
2025
Q1 | $129K | Buy |
3,361
+93
| +3% | +$3.57K | 0.08% | 55 |
|
|
2024
Q4 | $137K | Sell |
3,268
-16
| -0.5% | -$671 | 0.08% | 60 |
|
|
2024
Q3 | $137K | Hold |
3,284
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $126K | Hold |
3,284
| – | – | 0.08% | 56 |
|
|
2024
Q1 | $133K | Hold |
3,284
| – | – | 0.09% | 56 |
|
|
2023
Q4 | $125K | Buy |
+3,284
| New | +$125K | 0.1% | 59 |
|