Wealth Enhancement Advisory Services’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 | $5.31M | Sell |
|
|||||
|
2025
Q1 | $4.82M | Sell |
|
|||||
|
2024
Q4 | $5.86M | Buy |
|
|||||
|
2024
Q3 | $5.27M | Buy |
|
|||||
|
2024
Q2 | $4.34M | Buy |
|
|||||
|
2024
Q1 | $4.46M | Buy |
|
|||||
|
2023
Q4 | $4.04M | Buy |
|
|||||
|
2023
Q3 | $2.35M | Buy |
|
|||||
|
2023
Q2 | $897K | Sell |
|
|||||
|
2023
Q1 | $863K | Buy |
|
|||||
|
2022
Q4 | $563K | Buy |
|
|||||
|
2022
Q3 | $433K | Buy |
|
|||||
|
2022
Q2 | $305K | Buy |
|