Envestnet Asset 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
Q2 | $12M | Buy |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $9.63M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $10.3M | Sell |
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|
2023
Q3 | $45.3M | Sell |
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|
2023
Q2 | $117M | Buy |
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|
2023
Q1 | $111M | Sell |
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|
2022
Q4 | $128M | Sell |
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|
2022
Q3 | $133M | Buy |
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|
2022
Q2 | $135M | Sell |
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|
2022
Q1 | $178M | Buy |
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|
2021
Q4 | $187M | Buy |
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|
2021
Q3 | $157M | Buy |
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|
2021
Q2 | $125M | Buy |
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|
2021
Q1 | $65.8M | Buy |
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|
2020
Q4 | $13.9M | Sell |
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|
2020
Q3 | $30.6M | Buy |
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|
2020
Q2 | $20.3M | Buy |
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|
2020
Q1 | $4.3M | Sell |
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|
2019
Q4 | $6.37M | Buy |
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