CGN Advisors’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 | $953K | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $704K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $636K | Buy |
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