TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $750K | Sell |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $956K | Buy |
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|
2021
Q4 | $948K | Buy |
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