Affinity Capital 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
Q3 | $569K | Sell |
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2025
Q2 | $519K | Sell |
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2025
Q1 | $452K | Sell |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $762K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $989K | Sell |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $2.03M | Sell |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $933K | Sell |
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|
2020
Q1 | $810K | Buy |
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|
2019
Q4 | $257K | Buy |
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