Mascoma Wealth Management’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
Q2 | $998K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $980K | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $370K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $75K | Buy |
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