Shepherd Financial 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 | $541K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $496K | Buy |
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