RSWM
Robertson Stephens Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
17,053
-6,011
| -26% | -$248K | 0.02% | 310 |
|
|
2025
Q1 | $886K | Buy |
23,064
+2,091
| +10% | +$80.3K | 0.03% | 276 |
|
|
2024
Q4 | $882K | Buy |
20,973
+6,322
| +43% | +$266K | 0.03% | 270 |
|
|
2024
Q3 | $613K | Sell |
14,651
-772
| -5% | -$32.3K | 0.02% | 366 |
|
|
2024
Q2 | $594K | Sell |
15,423
-2,190
| -12% | -$84.3K | 0.03% | 304 |
|
|
2024
Q1 | $709K | Sell |
17,613
-250
| -1% | -$10.1K | 0.04% | 282 |
|
|
2023
Q4 | $679K | Sell |
17,863
-5,861
| -25% | -$223K | 0.04% | 267 |
|
|
2023
Q3 | $801K | Buy |
23,724
+6,196
| +35% | +$209K | 0.05% | 235 |
|
|
2023
Q2 | $623K | Buy |
+17,528
| New | +$623K | 0.04% | 251 |
|