One Wealth Advisors’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 | $268K | Sell |
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|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.38M | Sell |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $888K | Buy |
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