Wealthcare Advisory Partners’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
Q3 | $1.88M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $728K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $470K | Hold |
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|
2020
Q3 | $365K | Buy |
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