Towerpoint Wealth’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 | $1.21M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $923K | Buy |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $842K | Buy |
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|
2024
Q1 | $715K | Buy |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $271K | Buy |
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