Wells Financial Advisors’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 | $293K | Hold |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | $7K | Buy |
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