Advisornet Financial’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 | $205K | Buy |
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|
2025
Q2 | $186K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $93K | Sell |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $68K | Sell |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $17K | Buy |
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|
2020
Q1 | $12K | Buy |
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