Sax Wealth Advisors’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 | $632K | Sell |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $369K | Hold |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $285K | Buy |
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