McKinley Carter Wealth Services’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 | $413K | Buy |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $209K | Buy |
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