Well Done LLC’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 | $593K | Sell |
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|
2025
Q1 | $631K | Hold |
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|
2024
Q4 | $627K | Hold |
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|
2024
Q3 | $627K | Hold |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $915K | Hold |
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|
2023
Q2 | $966K | Hold |
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|
2023
Q1 | $925K | Hold |
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|
2022
Q4 | $800K | Hold |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $659K | Hold |
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|
2022
Q1 | $796K | Buy |
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