Morton Brown Family Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
5,458
+11
| +0.2% | +$455 | 0.07% | 56 |
|
|
2025
Q1 | $209K | Buy |
5,447
+15
| +0.3% | +$576 | 0.07% | 55 |
|
|
2024
Q4 | $228K | Sell |
5,432
-801
| -13% | -$33.7K | 0.08% | 55 |
|
|
2024
Q3 | $261K | Hold |
6,233
| – | – | 0.09% | 46 |
|
|
2024
Q2 | $252K | Sell |
6,233
-15
| -0.2% | -$607 | 0.1% | 47 |
|
|
2024
Q1 | $252K | Buy |
6,248
+115
| +2% | +$4.63K | 0.1% | 46 |
|
|
2023
Q4 | $233K | Buy |
6,133
+12
| +0.2% | +$456 | 0.1% | 45 |
|
|
2023
Q3 | $206K | Hold |
6,121
| – | – | 0.11% | 42 |
|
|
2023
Q2 | $217K | Buy |
6,121
+9
| +0.1% | +$320 | 0.12% | 43 |
|
|
2023
Q1 | $208K | Buy |
6,112
+3,313
| +118% | +$113K | 0.12% | 44 |
|
|
2022
Q4 | $92K | Sell |
2,799
-1,669
| -37% | -$54.9K | 0.06% | 63 |
|
|
2022
Q3 | $137K | Buy |
4,468
+8
| +0.2% | +$245 | 0.11% | 45 |
|
|
2022
Q2 | $140K | Buy |
4,460
+79
| +2% | +$2.48K | 0.11% | 44 |
|
|
2022
Q1 | $167K | Hold |
4,381
| – | – | 0.13% | 43 |
|
|
2021
Q4 | $177K | Buy |
+4,381
| New | +$177K | 0.14% | 42 |
|