Beacon Investment 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
Q3 | $2.91M | Hold |
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2025
Q2 | $2.67M | Hold |
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2025
Q1 | $2.48M | Hold |
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|
2024
Q4 | $2.72M | Hold |
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|
2024
Q3 | $2.7M | Hold |
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|
2024
Q2 | $2.49M | Hold |
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|
2024
Q1 | $2.6M | Hold |
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|
2023
Q4 | $2.45M | Hold |
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|
2023
Q3 | $2.17M | Hold |
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|
2023
Q2 | $2.29M | Hold |
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|
2023
Q1 | $2.19M | Hold |
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|
2022
Q4 | $2.12M | Hold |
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|
2022
Q3 | $1.98M | Hold |
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|
2022
Q2 | $2.03M | Hold |
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|
2022
Q1 | $2.46M | Hold |
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|
2021
Q4 | $2.6M | Hold |
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|
2021
Q3 | $2.52M | Hold |
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|
2021
Q2 | $2.61M | Hold |
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|
2021
Q1 | $2.49M | Hold |
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|
2020
Q4 | $2.2M | Buy |
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|
2020
Q3 | $1.67M | Buy |
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