Bell Investment 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
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $941K | Buy |
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|
2022
Q4 | $750K | Sell |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | $686K | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $650K | Buy |
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