Mokosak Advisory Group’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 | $354K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $372K | Sell |
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|
2020
Q4 | $374K | Sell |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $233K | Buy |
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