Wealth Enhancement Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
124,919
-498
| -0.4% | -$21.2K | 0.01% | 865 |
|
|
2025
Q1 | $4.82M | Sell |
125,417
-14,000
| -10% | -$538K | 0.01% | 850 |
|
|
2024
Q4 | $5.86M | Buy |
139,417
+13,311
| +11% | +$560K | 0.01% | 742 |
|
|
2024
Q3 | $5.27M | Buy |
126,106
+13,413
| +12% | +$561K | 0.01% | 703 |
|
|
2024
Q2 | $4.34M | Buy |
112,693
+2,065
| +2% | +$79.5K | 0.01% | 724 |
|
|
2024
Q1 | $4.46M | Buy |
110,628
+4,324
| +4% | +$174K | 0.01% | 698 |
|
|
2023
Q4 | $4.04M | Buy |
106,304
+36,597
| +53% | +$1.39M | 0.01% | 666 |
|
|
2023
Q3 | $2.35M | Buy |
69,707
+44,444
| +176% | +$1.5M | 0.01% | 805 |
|
|
2023
Q2 | $897K | Sell |
25,263
-129
| -0.5% | -$4.58K | 0.01% | 274 |
|
|
2023
Q1 | $863K | Buy |
25,392
+9,529
| +60% | +$324K | 0.01% | 324 |
|
|
2022
Q4 | $563K | Buy |
15,863
+2,093
| +15% | +$74.2K | 0.01% | 266 |
|
|
2022
Q3 | $433K | Buy |
13,770
+4,386
| +47% | +$138K | 0.01% | 282 |
|
|
2022
Q2 | $305K | Buy |
+9,384
| New | +$305K | ﹤0.01% | 300 |
|