Planning Alternatives’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 | $1.03M | Sell |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $951K | Buy |
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|
2024
Q3 | $888K | Buy |
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|
2024
Q2 | $787K | Buy |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q2 | $676K | Hold |
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|
2023
Q1 | $647K | Hold |
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|
2022
Q4 | $625K | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $298K | Buy |
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