Wade Financial Advisory’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
Q1 | $241K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $259K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $264K | Buy |
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