B
Birchbrook’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 | $140K | Sell |
3,394
-6,973
| -67% | -$288K | 0.08% | 90 |
|
|
2025
Q1 | $398K | Sell |
10,367
-16,147
| -61% | -$620K | 0.22% | 54 |
|
|
2024
Q4 | $1.11M | Sell |
26,514
-1,165
| -4% | -$49K | 0.63% | 35 |
|
|
2024
Q3 | $1.16M | Buy |
27,679
+358
| +1% | +$15K | 0.64% | 36 |
|
|
2024
Q2 | $1.05M | Sell |
27,321
-641
| -2% | -$24.7K | 0.63% | 31 |
|
|
2024
Q1 | $1.13M | Sell |
27,962
-294
| -1% | -$11.8K | 0.67% | 30 |
|
|
2023
Q4 | $1.07M | Buy |
+28,256
| New | +$1.07M | 0.71% | 29 |
|