Apella Capital’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 | $3.48M | Buy |
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2025
Q2 | $2.99M | Buy |
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2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $225K | Buy |
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