Capital Analysts LLC’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 | $266K | Buy |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $179K | Buy |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $167K | Buy |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $167K | Buy |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $30K | Buy |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $8K | Buy |
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|
2020
Q1 | $6K | Buy |
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