Adero Partners’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
2023
Q3
Sell
2023
Q2
$232K Sell
2023
Q1
$637K Sell
2022
Q4
$4.23M Buy
2022
Q3
$4.12M Buy
2022
Q2
$3.92M Sell
2022
Q1
$4.74M Buy
2021
Q4
$4.34M Buy
2021
Q3
$4.01M Buy
2021
Q2
$3.9M Buy
2021
Q1
$3.45M Buy
2020
Q4
$1.83M Buy
2020
Q3
$470K Buy