Towerpoint Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
25,751
+1,715
| +7% | +$70.9K | 0.47% | 40 |
|
|
2025
Q1 | $923K | Buy |
24,036
+3,689
| +18% | +$142K | 0.46% | 40 |
|
|
2024
Q4 | $856K | Sell |
20,347
-1,709
| -8% | -$71.9K | 0.42% | 40 |
|
|
2024
Q3 | $922K | Buy |
22,056
+184
| +0.8% | +$7.7K | 0.44% | 37 |
|
|
2024
Q2 | $842K | Buy |
21,872
+4,108
| +23% | +$158K | 0.42% | 37 |
|
|
2024
Q1 | $715K | Buy |
17,764
+1,065
| +6% | +$42.9K | 0.36% | 42 |
|
|
2023
Q4 | $635K | Sell |
16,699
-696
| -4% | -$26.5K | 0.35% | 43 |
|
|
2023
Q3 | $585K | Buy |
17,395
+4,740
| +37% | +$160K | 0.35% | 45 |
|
|
2023
Q2 | $450K | Buy |
12,655
+4,685
| +59% | +$166K | 0.25% | 55 |
|
|
2023
Q1 | $271K | Buy |
+7,970
| New | +$271K | 0.16% | 67 |
|