OWM
Opes Wealth Management’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 | $948K | Buy |
22,941
+2,452
| +12% | +$101K | 0.17% | 69 |
|
|
2025
Q1 | $787K | Buy |
20,489
+7,258
| +55% | +$279K | 0.16% | 70 |
|
|
2024
Q4 | $556K | Sell |
13,231
-1,035
| -7% | -$43.5K | 0.11% | 79 |
|
|
2024
Q3 | $597K | Buy |
14,266
+315
| +2% | +$13.2K | 0.11% | 73 |
|
|
2024
Q2 | $537K | Buy |
13,951
+620
| +5% | +$23.9K | 0.11% | 79 |
|
|
2024
Q1 | $537K | Buy |
13,331
+42
| +0.3% | +$1.69K | 0.12% | 79 |
|
|
2023
Q4 | $505K | Buy |
13,289
+4,945
| +59% | +$188K | 0.12% | 80 |
|
|
2023
Q3 | $281K | Buy |
+8,344
| New | +$281K | 0.08% | 102 |
|