WFAG
Wescott Financial Advisory Group’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 | $1.73M | Buy |
41,912
+1,308
| +3% | +$54.1K | 0.17% | 64 |
|
|
2025
Q1 | $1.56M | Buy |
40,604
+1,023
| +3% | +$39.3K | 0.16% | 64 |
|
|
2024
Q4 | $1.66M | Buy |
39,581
+51
| +0.1% | +$2.15K | 0.17% | 63 |
|
|
2024
Q3 | $1.65M | Buy |
39,530
+285
| +0.7% | +$11.9K | 0.18% | 65 |
|
|
2024
Q2 | $1.51M | Buy |
39,245
+1,448
| +4% | +$55.7K | 0.18% | 66 |
|
|
2024
Q1 | $1.52M | Buy |
37,797
+1,516
| +4% | +$61K | 0.19% | 62 |
|
|
2023
Q4 | $1.38M | Buy |
36,281
+930
| +3% | +$35.4K | 0.19% | 62 |
|
|
2023
Q3 | $1.19M | Buy |
35,351
+1,113
| +3% | +$37.5K | 0.22% | 61 |
|
|
2023
Q2 | $1.22M | Buy |
34,238
+238
| +0.7% | +$8.45K | 0.21% | 61 |
|
|
2023
Q1 | $1.16M | Buy |
34,000
+1,758
| +5% | +$59.8K | 0.25% | 57 |
|
|
2022
Q4 | $1.06M | Sell |
32,242
-152
| -0.5% | -$5K | 0.23% | 60 |
|
|
2022
Q3 | $994K | Buy |
32,394
+1,952
| +6% | +$59.9K | 0.28% | 52 |
|
|
2022
Q2 | $959K | Buy |
30,442
+2,818
| +10% | +$88.8K | 0.26% | 55 |
|
|
2022
Q1 | $1.05M | Buy |
27,624
+3,507
| +15% | +$133K | 0.27% | 52 |
|
|
2021
Q4 | $972K | Buy |
24,117
+8,643
| +56% | +$348K | 0.5% | 25 |
|
|
2021
Q3 | $604K | Buy |
15,474
+293
| +2% | +$11.4K | 0.34% | 35 |
|
|
2021
Q2 | $598K | Buy |
15,181
+3,585
| +31% | +$141K | 0.35% | 34 |
|
|
2021
Q1 | $447K | Buy |
11,596
+391
| +3% | +$15.1K | 0.29% | 36 |
|
|
2020
Q4 | $382K | Buy |
+11,205
| New | +$382K | 0.27% | 39 |
|