TWA
TCI Wealth Advisors’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 | $249K | Buy |
6,015
+73
| +1% | +$3.02K | 0.02% | 207 |
|
|
2025
Q1 | $228K | Sell |
5,942
-218
| -4% | -$8.37K | 0.02% | 205 |
|
|
2024
Q4 | $259K | Sell |
6,160
-29
| -0.5% | -$1.22K | 0.02% | 190 |
|
|
2024
Q3 | $259K | Hold |
6,189
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $238K | Hold |
6,189
| – | – | 0.02% | 199 |
|
|
2024
Q1 | $249K | Buy |
6,189
+581
| +10% | +$23.4K | 0.02% | 186 |
|
|
2023
Q4 | $213K | Buy |
+5,608
| New | +$213K | 0.02% | 191 |
|
|
2023
Q2 | – | Sell |
-3,533
| Closed | -$120K | – | 850 |
|
|
2023
Q1 | $120K | Hold |
3,533
| – | – | 0.02% | 251 |
|
|
2022
Q4 | $116K | Buy |
+3,533
| New | +$116K | 0.02% | 235 |
|
|
2022
Q3 | – | Sell |
-422
| Closed | -$13K | – | 2334 |
|
|
2022
Q2 | $13K | Buy |
+422
| New | +$13K | ﹤0.01% | 845 |
|