AA
Aufman Associates’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 | $821K | Sell |
19,871
-312
| -2% | -$12.9K | 0.51% | 20 |
|
|
2025
Q1 | $775K | Buy |
20,183
+53
| +0.3% | +$2.04K | 0.53% | 20 |
|
|
2024
Q4 | $846K | Buy |
20,130
+1,509
| +8% | +$63.5K | 0.57% | 18 |
|
|
2024
Q3 | $779K | Sell |
18,621
-7
| -0% | -$293 | 0.5% | 20 |
|
|
2024
Q2 | $717K | Sell |
18,628
-305
| -2% | -$11.7K | 0.51% | 19 |
|
|
2024
Q1 | $762K | Buy |
18,933
+1,880
| +11% | +$75.7K | 0.54% | 18 |
|
|
2023
Q4 | $648K | Sell |
17,053
-234
| -1% | -$8.89K | 0.49% | 19 |
|
|
2023
Q3 | $582K | Buy |
17,287
+1,570
| +10% | +$52.8K | 0.49% | 20 |
|
|
2023
Q2 | $558K | Buy |
15,717
+554
| +4% | +$19.7K | 0.46% | 19 |
|
|
2023
Q1 | $515K | Buy |
15,163
+2,984
| +25% | +$101K | 0.44% | 20 |
|
|
2022
Q4 | $400K | Buy |
12,179
+1,695
| +16% | +$55.7K | 0.37% | 23 |
|
|
2022
Q3 | $322K | Buy |
10,484
+11
| +0.1% | +$338 | 0.34% | 25 |
|
|
2022
Q2 | $330K | Buy |
10,473
+9
| +0.1% | +$284 | 0.31% | 27 |
|
|
2022
Q1 | $398K | Buy |
10,464
+977
| +10% | +$37.2K | 0.31% | 29 |
|
|
2021
Q4 | $382K | Buy |
+9,487
| New | +$382K | 0.28% | 29 |
|