Pinnacle Wealth Management Advisory Group’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 | $289K | Buy |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $222K | Buy |
|