MCWS
McKinley Carter Wealth 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 | $413K | Buy |
9,997
+191
| +2% | +$7.89K | 0.02% | 232 |
|
|
2025
Q1 | $377K | Buy |
9,806
+505
| +5% | +$19.4K | 0.02% | 238 |
|
|
2024
Q4 | $391K | Buy |
9,301
+276
| +3% | +$11.6K | 0.02% | 226 |
|
|
2024
Q3 | $377K | Buy |
9,025
+434
| +5% | +$18.2K | 0.02% | 231 |
|
|
2024
Q2 | $331K | Sell |
8,591
-240
| -3% | -$9.24K | 0.02% | 244 |
|
|
2024
Q1 | $356K | Buy |
8,831
+696
| +9% | +$28K | 0.02% | 239 |
|
|
2023
Q4 | $309K | Buy |
8,135
+404
| +5% | +$15.4K | 0.02% | 247 |
|
|
2023
Q3 | $260K | Buy |
7,731
+39
| +0.5% | +$1.31K | 0.02% | 255 |
|
|
2023
Q2 | $273K | Buy |
7,692
+1,630
| +27% | +$57.9K | 0.02% | 258 |
|
|
2023
Q1 | $206K | Sell |
6,062
-370
| -6% | -$12.6K | 0.02% | 288 |
|
|
2022
Q4 | $211K | Sell |
6,432
-302
| -4% | -$9.93K | 0.02% | 280 |
|
|
2022
Q3 | $207K | Buy |
6,734
+166
| +3% | +$5.1K | 0.02% | 271 |
|
|
2022
Q2 | $207K | Buy |
6,568
+1,066
| +19% | +$33.6K | 0.02% | 283 |
|
|
2022
Q1 | $209K | Buy |
+5,502
| New | +$209K | 0.02% | 281 |
|