Aufman Associates’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
Q2 | $821K | Sell |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $846K | Buy |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $382K | Buy |
|