Cambridge Financial Group (Arizona)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Sell |
22,696
-784
| -3% | -$32.4K | 0.35% | 53 |
|
|
2025
Q1 | $902K | Sell |
23,480
-1,282
| -5% | -$49.2K | 0.38% | 54 |
|
|
2024
Q4 | $1.04M | Sell |
24,762
-1,615
| -6% | -$67.9K | 0.45% | 48 |
|
|
2024
Q3 | $1.1M | Sell |
26,377
-306
| -1% | -$12.8K | 0.46% | 47 |
|
|
2024
Q2 | $1.03M | Sell |
26,683
-907
| -3% | -$34.9K | 0.47% | 46 |
|
|
2024
Q1 | $1.11M | Buy |
27,590
+75
| +0.3% | +$3.02K | 0.53% | 45 |
|
|
2023
Q4 | $1.05M | Buy |
+27,515
| New | +$1.05M | 0.55% | 44 |
|