Avantax Advisory Services’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 | $498K | Sell |
|
|||||
|
2025
Q1 | $466K | Buy |
|
|||||
|
2024
Q4 | $501K | Buy |
|
|||||
|
2024
Q3 | $465K | Buy |
|
|||||
|
2024
Q2 | $350K | Sell |
|
|||||
|
2024
Q1 | $420K | Sell |
|
|||||
|
2023
Q4 | $444K | Sell |
|
|||||
|
2023
Q3 | $608K | Buy |
|
|||||
|
2023
Q2 | $590K | Sell |
|
|||||
|
2023
Q1 | $567K | Buy |
|
|||||
|
2022
Q4 | $454K | Buy |
|
|||||
|
2022
Q3 | $379K | Sell |
|
|||||
|
2022
Q2 | $411K | Buy |
|
|||||
|
2022
Q1 | $469K | Buy |
|
|||||
|
2021
Q4 | $287K | Buy |
|
|||||
|
2021
Q3 | $231K | Buy |
|