Willow Creek Wealth Management’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
Q3 | $4.93M | Sell |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $4.07M | Buy |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.65M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $814K | Buy |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $552K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $448K | Buy |
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