Presilium Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
10,545
+8
| +0.1% | +$331 | 0.09% | 53 |
|
|
2025
Q1 | $405K | Buy |
10,537
+1,427
| +16% | +$54.8K | 0.09% | 56 |
|
|
2024
Q4 | $383K | Buy |
9,110
+490
| +6% | +$20.6K | 0.09% | 60 |
|
|
2024
Q3 | $360K | Sell |
8,620
-230
| -3% | -$9.62K | 0.08% | 63 |
|
|
2024
Q2 | $341K | Buy |
8,850
+420
| +5% | +$16.2K | 0.09% | 61 |
|
|
2024
Q1 | $339K | Sell |
8,430
-353
| -4% | -$14.2K | 0.09% | 59 |
|
|
2023
Q4 | $334K | Sell |
8,783
-85
| -1% | -$3.23K | 0.1% | 60 |
|
|
2023
Q3 | $298K | Buy |
+8,868
| New | +$298K | 0.09% | 50 |
|