Capital Investment Advisory Services’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 | $2.27M | Sell |
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2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2M | Hold |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $3.17M | Sell |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.73M | Buy |
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|
2022
Q1 | $4.34M | Buy |
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|
2021
Q4 | $4.2M | Buy |
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|
2021
Q3 | $3.83M | Buy |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $3.51M | Buy |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $792K | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $51K | Buy |
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