TCI Wealth Advisors’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 | $272K | Buy |
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|
2025
Q2 | $249K | Buy |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $120K | Hold |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $13K | Buy |
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