Beacon Pointe Advisors’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 | $2.68M | Buy |
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|
2025
Q2 | $709K | Buy |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $940K | Buy |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $375K | Buy |
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