PrairieView Partners’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 | $383K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $163K | Buy |
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|
2021
Q4 | $168K | Buy |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $125K | Buy |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $80K | Buy |
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|
2020
Q3 | $58K | Buy |
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