BHIA
Birch Hill Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
18,547
+6,626
| +56% | +$274K | 0.03% | 123 |
|
|
2025
Q1 | $458K | Buy |
11,921
+2,530
| +27% | +$97.2K | 0.02% | 143 |
|
|
2024
Q4 | $395K | Buy |
9,391
+2,321
| +33% | +$97.6K | 0.02% | 150 |
|
|
2024
Q3 | $296K | Buy |
7,070
+490
| +7% | +$20.5K | 0.01% | 157 |
|
|
2024
Q2 | $253K | Buy |
6,580
+985
| +18% | +$37.9K | 0.01% | 158 |
|
|
2024
Q1 | $225K | Buy |
+5,595
| New | +$225K | 0.01% | 162 |
|