Aptus 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 | $1.15M | Sell |
|
|||||
|
2025
Q2 | $1.08M | Buy |
|
|||||
|
2025
Q1 | $301K | Buy |
|
|||||
|
2024
Q4 | $11.6K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $10.8K | Hold |
|
|||||
|
2023
Q4 | $10.1K | Sell |
|
|||||
|
2023
Q3 | $88K | Sell |
|
|||||
|
2023
Q2 | $189K | Sell |
|
|||||
|
2023
Q1 | $213K | Buy |
|
|||||
|
2022
Q4 | $19.9K | Sell |
|
|||||
|
2022
Q3 | $22K | Buy |
|
|||||
|
2022
Q2 | $22K | Buy |
|
|||||
|
2022
Q1 | $21K | Buy |
|