WP
WealthShield Partners’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 | $868 | Hold |
21
| – | – | ﹤0.01% | 552 |
|
|
2025
Q1 | $807 | Hold |
21
| – | – | ﹤0.01% | 529 |
|
|
2024
Q4 | $883 | Hold |
21
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $878 | Hold |
21
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $809 | Hold |
21
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $846 | Hold |
21
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $798 | Sell |
21
-534
| -96% | -$20.3K | ﹤0.01% | 473 |
|
|
2023
Q3 | $18.7K | Sell |
555
-222
| -29% | -$7.5K | ﹤0.01% | 416 |
|
|
2023
Q2 | $27.6K | Buy |
777
+28
| +4% | +$995 | ﹤0.01% | 409 |
|
|
2023
Q1 | $25.5K | Buy |
+749
| New | +$25.5K | ﹤0.01% | 409 |
|
|
2021
Q3 | – | Sell |
-1,332
| Closed | -$54K | – | 377 |
|
|
2021
Q2 | $54K | Buy |
1,332
+364
| +38% | +$14.8K | 0.01% | 464 |
|
|
2021
Q1 | $37K | Buy |
+968
| New | +$37K | 0.01% | 513 |
|