Advisornet Financial’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 | $186K | Sell |
4,497
-1,171
| -21% | -$48.4K | 0.01% | 588 |
|
|
2025
Q1 | $218K | Buy |
5,668
+385
| +7% | +$14.8K | 0.02% | 521 |
|
|
2024
Q4 | $222K | Sell |
5,283
-3,133
| -37% | -$132K | 0.02% | 482 |
|
|
2024
Q3 | $352K | Buy |
8,416
+107
| +1% | +$4.48K | 0.03% | 397 |
|
|
2024
Q2 | $320K | Buy |
8,309
+772
| +10% | +$29.7K | 0.03% | 384 |
|
|
2024
Q1 | $304K | Sell |
7,537
-744
| -9% | -$30K | 0.03% | 391 |
|
|
2023
Q4 | $315K | Buy |
8,281
+1,324
| +19% | +$50.3K | 0.03% | 397 |
|
|
2023
Q3 | $234K | Sell |
6,957
-1,259
| -15% | -$42.4K | 0.02% | 423 |
|
|
2023
Q2 | $292K | Buy |
8,216
+710
| +9% | +$25.2K | 0.03% | 402 |
|
|
2023
Q1 | $255K | Sell |
7,506
-2,181
| -23% | -$74.1K | 0.02% | 425 |
|
|
2022
Q4 | $319K | Buy |
9,687
+1,292
| +15% | +$42.5K | 0.03% | 380 |
|
|
2022
Q3 | $257K | Buy |
8,395
+5,457
| +186% | +$167K | 0.03% | 450 |
|
|
2022
Q2 | $93K | Sell |
2,938
-73
| -2% | -$2.31K | 0.01% | 689 |
|
|
2022
Q1 | $115K | Buy |
3,011
+1,314
| +77% | +$50.2K | 0.01% | 697 |
|
|
2021
Q4 | $68K | Sell |
1,697
-150
| -8% | -$6.01K | ﹤0.01% | 911 |
|
|
2021
Q3 | $72K | Buy |
1,847
+1,369
| +286% | +$53.4K | 0.01% | 894 |
|
|
2021
Q2 | $19K | Buy |
478
+269
| +129% | +$10.7K | ﹤0.01% | 1229 |
|
|
2021
Q1 | $8K | Buy |
209
+55
| +36% | +$2.11K | ﹤0.01% | 1396 |
|
|
2020
Q4 | $5K | Sell |
154
-1,564
| -91% | -$50.8K | ﹤0.01% | 1424 |
|
|
2020
Q3 | $46K | Buy |
1,718
+1,056
| +160% | +$28.3K | ﹤0.01% | 865 |
|
|
2020
Q2 | $17K | Buy |
662
+76
| +13% | +$1.95K | ﹤0.01% | 1139 |
|
|
2020
Q1 | $12K | Buy |
+586
| New | +$12K | ﹤0.01% | 1210 |
|