Stordahl Capital Management’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
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $225K | Buy |
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