LRWA
Long Run Wealth Advisors’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 | $801K | Sell |
19,375
-592
| -3% | -$24.5K | 0.17% | 67 |
|
|
2025
Q1 | $767K | Buy |
19,967
+660
| +3% | +$25.4K | 0.17% | 70 |
|
|
2024
Q4 | $812K | Sell |
19,307
-1,159
| -6% | -$48.7K | 0.19% | 67 |
|
|
2024
Q3 | $856K | Buy |
20,466
+557
| +3% | +$23.3K | 0.2% | 67 |
|
|
2024
Q2 | $766K | Sell |
19,909
-2,746
| -12% | -$106K | 0.19% | 68 |
|
|
2024
Q1 | $912K | Sell |
22,655
-481
| -2% | -$19.4K | 0.24% | 66 |
|
|
2023
Q4 | $879K | Sell |
23,136
-219
| -0.9% | -$8.32K | 0.25% | 65 |
|
|
2023
Q3 | $786K | Sell |
23,355
-1,227
| -5% | -$41.3K | 0.25% | 64 |
|
|
2023
Q2 | $873K | Sell |
24,582
-68
| -0.3% | -$2.42K | 0.28% | 65 |
|
|
2023
Q1 | $838K | Sell |
24,650
-1,667
| -6% | -$56.7K | 0.29% | 64 |
|
|
2022
Q4 | $865K | Buy |
26,317
+2,350
| +10% | +$77.3K | 0.31% | 65 |
|
|
2022
Q3 | $735K | Buy |
23,967
+795
| +3% | +$24.4K | 0.29% | 68 |
|
|
2022
Q2 | $730K | Buy |
23,172
+2,079
| +10% | +$65.5K | 0.28% | 65 |
|
|
2022
Q1 | $796K | Buy |
21,093
+2,253
| +12% | +$85K | 0.28% | 64 |
|
|
2021
Q4 | $754K | Buy |
+18,840
| New | +$754K | 0.26% | 69 |
|