Moller Wealth Partners’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 | $324K | Buy |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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