Bank of Montreal’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.06K | Buy |
195
+77
| +65% | +$3.18K | ﹤0.01% | 3061 |
|
2025
Q1 | $4.53K | Hold |
118
| – | – | ﹤0.01% | 3064 |
|
2024
Q4 | $4.96K | Sell |
118
-62
| -34% | -$2.61K | ﹤0.01% | 3068 |
|
2024
Q3 | $7.52K | Buy |
+180
| New | +$7.52K | ﹤0.01% | 3320 |
|
2024
Q2 | – | Sell |
-397
| Closed | -$16K | – | 3610 |
|
2024
Q1 | $16K | Hold |
397
| – | – | ﹤0.01% | 3312 |
|
2023
Q4 | $15.3K | Buy |
+397
| New | +$15.3K | ﹤0.01% | 3315 |
|
2023
Q3 | – | Sell |
-397
| Closed | -$14.2K | – | 3429 |
|
2023
Q2 | $14.2K | Buy |
+397
| New | +$14.2K | ﹤0.01% | 3366 |
|