Larson Financial 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
Q3 | $123K | Sell |
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|
2025
Q2 | $126K | Buy |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $105K | Buy |
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|
2024
Q2 | $73.9K | Buy |
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|
2024
Q1 | $44.5K | Buy |
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|
2023
Q4 | $42K | Buy |
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|
2023
Q3 | $36.9K | Hold |
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|
2023
Q2 | $39K | Buy |
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|
2023
Q1 | $36.4K | Buy |
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|
2022
Q4 | $30.4K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Buy |
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