KWM
Kingsview Wealth Management’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 | – | Sell |
-6,267
| Closed | -$241K | – | 1182 |
|
|
2025
Q1 | $241K | Sell |
6,267
-39
| -0.6% | -$1.5K | ﹤0.01% | 977 |
|
|
2024
Q4 | $265K | Sell |
6,306
-486
| -7% | -$20.4K | 0.01% | 957 |
|
|
2024
Q3 | $284K | Buy |
6,792
+28
| +0.4% | +$1.17K | 0.01% | 905 |
|
|
2024
Q2 | $260K | Buy |
6,764
+1,501
| +29% | +$57.8K | 0.01% | 888 |
|
|
2024
Q1 | $212K | Buy |
+5,263
| New | +$212K | 0.01% | 948 |
|
|
2022
Q4 | – | Sell |
-6,529
| Closed | -$200K | – | 860 |
|
|
2022
Q3 | $200K | Buy |
+6,529
| New | +$200K | 0.01% | 763 |
|
|
2022
Q2 | – | Sell |
-5,677
| Closed | -$216K | – | 837 |
|
|
2022
Q1 | $216K | Buy |
5,677
+266
| +5% | +$10.1K | 0.01% | 798 |
|
|
2021
Q4 | $218K | Buy |
+5,411
| New | +$218K | 0.01% | 822 |
|