Carr Financial Group’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 | $477K | Buy |
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|
2025
Q2 | $348K | Buy |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $281K | Buy |
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