Bluestem Financial 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 | $4.39M | Buy |
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|
2025
Q2 | $3.99M | Buy |
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|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $4.19M | Buy |
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|
2024
Q3 | $4.15M | Buy |
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|
2024
Q2 | $3.47M | Buy |
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|
2024
Q1 | $3.39M | Buy |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $942K | Buy |
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|
2020
Q2 | $310K | Buy |
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