CVA Family Office’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.5K | Hold |
496
| – | – | ﹤0.01% | 680 |
|
2025
Q1 | $19.1K | Hold |
496
| – | – | ﹤0.01% | 688 |
|
2024
Q4 | $20.9K | Hold |
496
| – | – | ﹤0.01% | 668 |
|
2024
Q3 | $20.7K | Hold |
496
| – | – | ﹤0.01% | 651 |
|
2024
Q2 | $19.1K | Hold |
496
| – | – | ﹤0.01% | 646 |
|
2024
Q1 | $20K | Hold |
496
| – | – | ﹤0.01% | 639 |
|
2023
Q4 | $18.9K | Buy |
+496
| New | +$18.9K | ﹤0.01% | 636 |
|
2023
Q3 | – | Sell |
-496
| Closed | -$17.6K | – | 461 |
|
2023
Q2 | $17.6K | Hold |
496
| – | – | ﹤0.01% | 637 |
|
2023
Q1 | $16.9K | Hold |
496
| – | – | ﹤0.01% | 621 |
|
2022
Q4 | $16.3K | Buy |
+496
| New | +$16.3K | ﹤0.01% | 598 |
|