Betterment LLC’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 | $72.2M | Buy |
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|
2025
Q1 | $62.6M | Buy |
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|
2024
Q4 | $67.4M | Buy |
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|
2024
Q3 | $62.4M | Buy |
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|
2024
Q2 | $53M | Buy |
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|
2024
Q1 | $19.1M | Buy |
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|
2023
Q4 | $16.4M | Sell |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $257K | Buy |
|