Opes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
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|
2025
Q4 | $1.01M | Sell |
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|
2025
Q3 | $995K | Sell |
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|
2025
Q2 | $948K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $281K | Buy |
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