Clearstead 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 | $87.4K | Hold |
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|
2025
Q2 | $80.1K | Sell |
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|
2025
Q1 | $146K | Hold |
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|
2024
Q4 | $160K | Hold |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $147K | Hold |
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|
2024
Q1 | $150K | Hold |
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|
2023
Q4 | $145K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $130K | Hold |
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|
2022
Q4 | $125K | Hold |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $197K | Buy |
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