Coldstream Capital Management’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 | $468K | Hold |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $450K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $483K | Buy |
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