Mission 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
Q3 | $7.83M | Buy |
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|
2025
Q2 | $6.48M | Buy |
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|
2025
Q1 | $4.07M | Buy |
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|
2024
Q4 | $3.87M | Sell |
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|
2024
Q3 | $4M | Sell |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.82M | Sell |
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|
2023
Q4 | $4.63M | Buy |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.39M | Buy |
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|
2023
Q1 | $4.15M | Sell |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $409K | Buy |
|