Crestwood Advisors 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 | $2.73M | Buy |
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|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.67M | Sell |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $3.09M | Buy |
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|
2021
Q3 | $2.8M | Buy |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $1.99M | Buy |
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|
2020
Q3 | $929K | Buy |
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|
2020
Q2 | $652K | Buy |
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