MFS
Mattson Financial Services’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 | – | Sell |
-845
| Closed | -$32.5K | – | 219 |
|
|
2025
Q1 | $32.5K | Buy |
845
+87
| +11% | +$3.34K | 0.01% | 199 |
|
|
2024
Q4 | $31.7K | Sell |
758
-179
| -19% | -$7.49K | 0.01% | 200 |
|
|
2024
Q3 | $36.1K | Hold |
937
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $36.1K | Buy |
+937
| New | +$36.1K | 0.01% | 176 |
|