Topel & Distasi Wealth Management’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 | $1.38M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $957K | Buy |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $510K | Buy |
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|
2021
Q4 | $509K | Buy |
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