Barrett & Company’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 | $2.89K | Hold |
70
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $2.69K | Hold |
70
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $2.94K | Hold |
70
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $2.93K | Hold |
70
| – | – | ﹤0.01% | 518 |
|
|
2024
Q2 | $2.7K | Hold |
70
| – | – | ﹤0.01% | 524 |
|
|
2024
Q1 | $2.82K | Hold |
70
| – | – | ﹤0.01% | 527 |
|
|
2023
Q4 | $2.66K | Hold |
70
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $2.36K | Hold |
70
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $2.49K | Hold |
70
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $2.38K | Hold |
70
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $2.3K | Hold |
70
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $2.3K | Buy |
+70
| New | +$2.3K | ﹤0.01% | 508 |
|