AIM
Acropolis Investment Management’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 | $667K | Buy |
16,145
+763
| +5% | +$31.5K | 0.04% | 128 |
|
|
2025
Q1 | $591K | Sell |
15,382
-55
| -0.4% | -$2.11K | 0.04% | 134 |
|
|
2024
Q4 | $649K | Buy |
15,437
+497
| +3% | +$20.9K | 0.04% | 127 |
|
|
2024
Q3 | $625K | Buy |
14,940
+500
| +3% | +$20.9K | 0.04% | 132 |
|
|
2024
Q2 | $556K | Sell |
14,440
-1,150
| -7% | -$44.3K | 0.04% | 140 |
|
|
2024
Q1 | $628K | Sell |
15,590
-90
| -0.6% | -$3.62K | 0.04% | 130 |
|
|
2023
Q4 | $596K | Buy |
15,680
+610
| +4% | +$23.2K | 0.04% | 130 |
|
|
2023
Q3 | $507K | Sell |
15,070
-106
| -0.7% | -$3.57K | 0.04% | 134 |
|
|
2023
Q2 | $539K | Buy |
15,176
+360
| +2% | +$12.8K | 0.04% | 131 |
|
|
2023
Q1 | $504K | Buy |
14,816
+870
| +6% | +$29.6K | 0.04% | 137 |
|
|
2022
Q4 | $459K | Hold |
13,946
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $428K | Hold |
13,946
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $439K | Buy |
13,946
+10,735
| +334% | +$338K | 0.04% | 135 |
|
|
2022
Q1 | $122K | Sell |
3,211
-10,230
| -76% | -$389K | 0.01% | 225 |
|
|
2021
Q4 | $542K | Buy |
13,441
+10,561
| +367% | +$426K | 0.05% | 124 |
|
|
2021
Q3 | $107K | Hold |
2,880
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $116K | Buy |
2,880
+160
| +6% | +$6.44K | 0.01% | 216 |
|
|
2021
Q1 | $105K | Buy |
+2,720
| New | +$105K | 0.01% | 213 |
|