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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $92K | Sell |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $140K | Buy |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $177K | Buy |
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