Opal 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
Q2 | $692K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $254K | Buy |
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