MWP
Moller Wealth Partners’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 | $297K | Sell |
7,176
-113
| -2% | -$4.67K | 0.07% | 56 |
|
|
2025
Q1 | $280K | Buy |
7,289
+662
| +10% | +$25.4K | 0.07% | 54 |
|
|
2024
Q4 | $279K | Sell |
6,627
-17
| -0.3% | -$715 | 0.07% | 54 |
|
|
2024
Q3 | $278K | Sell |
6,644
-26
| -0.4% | -$1.09K | 0.07% | 57 |
|
|
2024
Q2 | $257K | Buy |
6,670
+410
| +7% | +$15.8K | 0.07% | 58 |
|
|
2024
Q1 | $252K | Buy |
6,260
+91
| +1% | +$3.67K | 0.07% | 48 |
|
|
2023
Q4 | $234K | Buy |
6,169
+165
| +3% | +$6.27K | 0.07% | 48 |
|
|
2023
Q3 | $202K | Sell |
6,004
-48
| -0.8% | -$1.62K | 0.06% | 47 |
|
|
2023
Q2 | $215K | Buy |
+6,052
| New | +$215K | 0.07% | 48 |
|
|
2022
Q2 | – | Sell |
-5,559
| Closed | -$211K | – | 52 |
|
|
2022
Q1 | $211K | Buy |
+5,559
| New | +$211K | 0.07% | 52 |
|