DAS
Diversify Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
19,235
+3,128
| +19% | +$134K | 0.03% | 376 |
|
|
2025
Q1 | $606K | Buy |
16,107
+3,915
| +32% | +$147K | 0.04% | 316 |
|
|
2024
Q4 | $506K | Buy |
12,192
+454
| +4% | +$18.9K | 0.03% | 362 |
|
|
2024
Q3 | $491K | Buy |
11,738
+1,508
| +15% | +$63.1K | 0.03% | 378 |
|
|
2024
Q2 | $389K | Sell |
10,230
-929
| -8% | -$35.3K | 0.02% | 431 |
|
|
2024
Q1 | $444K | Buy |
+11,159
| New | +$444K | 0.03% | 452 |
|