Birch Hill 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
Q3
$790K Sell
2025
Q2
$767K Buy
2025
Q1
$458K Buy
2024
Q4
$395K Buy
2024
Q3
$296K Buy
2024
Q2
$253K Buy
2024
Q1
$225K Buy