Summit Wealth Group’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 | $1.31M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $36K | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $944K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $112K | Buy |
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