SRWM
Shira Ridge 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
Q1 | – | Sell |
-5,672
| Closed | -$239K | – | 76 |
|
|
2024
Q4 | $239K | Sell |
5,672
-60
| -1% | -$2.52K | 0.12% | 67 |
|
|
2024
Q3 | $240K | Sell |
5,732
-77
| -1% | -$3.22K | 0.12% | 70 |
|
|
2024
Q2 | $224K | Sell |
5,809
-357
| -6% | -$13.7K | 0.12% | 72 |
|
|
2024
Q1 | $248K | Buy |
6,166
+418
| +7% | +$16.8K | 0.14% | 68 |
|
|
2023
Q4 | $218K | Buy |
+5,748
| New | +$218K | 0.13% | 70 |
|