Wade Financial Advisory’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
Q1 | $241K | Buy |
6,275
+118
| +2% | +$4.53K | 0.08% | 71 |
|
|
2024
Q4 | $259K | Sell |
6,157
-28
| -0.5% | -$1.18K | 0.09% | 68 |
|
|
2024
Q3 | $259K | Buy |
6,185
+4
| +0.1% | +$167 | 0.09% | 69 |
|
|
2024
Q2 | $238K | Buy |
6,181
+3
| +0% | +$115 | 0.09% | 74 |
|
|
2024
Q1 | $249K | Sell |
6,178
-4,983
| -45% | -$201K | 0.09% | 72 |
|
|
2023
Q4 | $424K | Buy |
11,161
+21
| +0.2% | +$798 | 0.16% | 59 |
|
|
2023
Q3 | $375K | Buy |
11,140
+2,800
| +34% | +$94.2K | 0.16% | 59 |
|
|
2023
Q2 | $296K | Sell |
8,340
-1,180
| -12% | -$41.9K | 0.12% | 63 |
|
|
2023
Q1 | $324K | Buy |
9,520
+630
| +7% | +$21.4K | 0.14% | 62 |
|
|
2022
Q4 | $292K | Sell |
8,890
-540
| -6% | -$17.8K | 0.13% | 68 |
|
|
2022
Q3 | $289K | Buy |
9,430
+655
| +7% | +$20.1K | 0.14% | 67 |
|
|
2022
Q2 | $276K | Buy |
8,775
+1,825
| +26% | +$57.4K | 0.13% | 69 |
|
|
2022
Q1 | $264K | Buy |
+6,950
| New | +$264K | 0.11% | 70 |
|