Baker Avenue Asset Management’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 | $212K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $61.2K | Hold |
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|
2022
Q4 | $59.2K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3.91M | Buy |
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|
2020
Q2 | $3.33M | Buy |
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