MAWA
Moss Adams Wealth Advisors’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 | $3.69M | Buy |
89,165
+1,825
| +2% | +$75.4K | 0.33% | 29 |
|
|
2025
Q1 | $3.35M | Buy |
87,340
+3,058
| +4% | +$117K | 0.35% | 25 |
|
|
2024
Q4 | $3.54M | Sell |
84,282
-721
| -0.8% | -$30.3K | 0.37% | 24 |
|
|
2024
Q3 | $3.55M | Buy |
85,003
+4,197
| +5% | +$176K | 0.39% | 25 |
|
|
2024
Q2 | $3.11M | Buy |
80,806
+579
| +0.7% | +$22.3K | 0.43% | 25 |
|
|
2024
Q1 | $3.23M | Sell |
80,227
-3,209
| -4% | -$129K | 0.52% | 21 |
|
|
2023
Q4 | $3.17M | Buy |
83,436
+2,192
| +3% | +$83.3K | 0.66% | 18 |
|
|
2023
Q3 | $2.74M | Buy |
81,244
+9,769
| +14% | +$330K | 0.94% | 14 |
|
|
2023
Q2 | $2.54M | Buy |
71,475
+5,244
| +8% | +$186K | 0.83% | 17 |
|
|
2023
Q1 | $2.25M | Buy |
66,231
+16,704
| +34% | +$568K | 0.77% | 15 |
|
|
2022
Q4 | $1.63M | Buy |
+49,527
| New | +$1.63M | 0.81% | 22 |
|