Walkner Condon Financial Advisors’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 | $537K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $646K | Sell |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $634K | Buy |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $360K | Buy |
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