Diversified Trust’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
Q2 | $457K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $828K | Sell |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $803K | Hold |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $842K | Sell |
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|
2023
Q1 | $919K | Buy |
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|
2022
Q4 | $854K | Hold |
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|
2022
Q3 | $797K | Hold |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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