Addison 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
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $865K | Buy |
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|
2023
Q2 | $827K | Buy |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2020
Q4 | $120K | Buy |
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