Long Run Wealth Advisors’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 | $815K | Sell |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $812K | Sell |
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|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $912K | Sell |
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|
2023
Q4 | $879K | Sell |
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|
2023
Q3 | $786K | Sell |
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|
2023
Q2 | $873K | Sell |
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|
2023
Q1 | $838K | Sell |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $735K | Buy |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $754K | Buy |
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