SWM
SigFig 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 | $10.6M | Buy |
255,762
+16,849
| +7% | +$696K | 0.35% | 37 |
|
|
2025
Q1 | $9.19M | Buy |
238,913
+11,630
| +5% | +$448K | 0.33% | 35 |
|
|
2024
Q4 | $9.54M | Buy |
227,283
+8,107
| +4% | +$340K | 0.35% | 35 |
|
|
2024
Q3 | $9.15M | Sell |
219,176
-73,489
| -25% | -$3.07M | 0.33% | 34 |
|
|
2024
Q2 | $11.3M | Buy |
292,665
+31,779
| +12% | +$1.22M | 0.42% | 31 |
|
|
2024
Q1 | $10.5M | Buy |
260,886
+28,305
| +12% | +$1.14M | 0.39% | 34 |
|
|
2023
Q4 | $8.84M | Buy |
232,581
+31,140
| +15% | +$1.18M | 0.34% | 37 |
|
|
2023
Q3 | $6.78M | Buy |
201,441
+17,376
| +9% | +$585K | 0.27% | 38 |
|
|
2023
Q2 | $6.51M | Buy |
184,065
+35,075
| +24% | +$1.24M | 0.25% | 45 |
|
|
2023
Q1 | $5.06M | Buy |
148,990
+31,174
| +26% | +$1.06M | 0.28% | 47 |
|
|
2022
Q4 | $4.24M | Buy |
117,816
+27,333
| +30% | +$983K | 0.21% | 46 |
|
|
2022
Q3 | $3.1M | Buy |
90,483
+45,767
| +102% | +$1.57M | 0.16% | 51 |
|
|
2022
Q2 | $1.73M | Buy |
44,716
+18,650
| +72% | +$722K | 0.09% | 61 |
|
|
2022
Q1 | $1.07M | Buy |
26,066
+3,044
| +13% | +$125K | 0.05% | 73 |
|
|
2021
Q4 | $921K | Buy |
23,022
+6,274
| +37% | +$251K | 0.04% | 74 |
|
|
2021
Q3 | $653K | Buy |
16,748
+6,608
| +65% | +$258K | 0.03% | 75 |
|
|
2021
Q2 | $409K | Buy |
+10,140
| New | +$409K | 0.02% | 76 |
|