RFA
RTD Financial Advisors’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 | $252K | Sell |
6,106
-237
| -4% | -$9.8K | 0.03% | 101 |
|
|
2025
Q1 | $244K | Sell |
6,343
-93
| -1% | -$3.57K | 0.03% | 109 |
|
|
2024
Q4 | $271K | Hold |
6,436
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $269K | Hold |
6,436
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $248K | Hold |
6,436
| – | – | 0.03% | 104 |
|
|
2024
Q1 | $259K | Hold |
6,436
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $245K | Buy |
+6,436
| New | +$245K | 0.03% | 97 |
|
|
2022
Q2 | – | Sell |
-5,598
| Closed | -$213K | – | 111 |
|
|
2022
Q1 | $213K | Buy |
+5,598
| New | +$213K | 0.03% | 109 |
|