Stratos Wealth 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 | $799K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $4.33M | Sell |
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|
2023
Q3 | $4.74M | Sell |
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|
2023
Q2 | $5.81M | Buy |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $5.04M | Sell |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $4.67M | Buy |
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