PDS Planning’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 | $539K | Sell |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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