Cerity Partners’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 | $1.74M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $923K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $374K | Buy |
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