Aaron Wealth 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
Q3 | $251K | Buy |
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2025
Q2 | $202K | Buy |
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2025
Q1 | – | Sell |
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2024
Q4 | $235K | Sell |
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2024
Q3 | $256K | Buy |
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2024
Q2 | $236K | Buy |
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2024
Q1 | $220K | Buy |
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2023
Q4 | $201K | Buy |
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2023
Q3 | – | Sell |
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2023
Q2 | $203K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $431K | Sell |
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2022
Q1 | $11.6M | Buy |
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2021
Q4 | $467K | Buy |
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2021
Q3 | $364K | Hold |
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2021
Q2 | $376K | Hold |
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2021
Q1 | $359K | Hold |
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2020
Q4 | $318K | Buy |
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