Wescott Financial Advisory Group’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 | $1.73M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $994K | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $972K | Buy |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $382K | Buy |
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