Laurel Wealth Planning’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 | $2.63M | Buy |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $756K | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $160K | Buy |
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|
2021
Q2 | $6K | Buy |
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