WealthShield 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
Q2 | $868 | Hold |
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|
2025
Q1 | $807 | Hold |
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|
2024
Q4 | $883 | Hold |
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|
2024
Q3 | $878 | Hold |
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|
2024
Q2 | $809 | Hold |
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|
2024
Q1 | $846 | Hold |
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|
2023
Q4 | $798 | Sell |
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|
2023
Q3 | $18.7K | Sell |
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|
2023
Q2 | $27.6K | Buy |
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|
2023
Q1 | $25.5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | $37K | Buy |
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