Equitable Holdings’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 | $245K | Sell |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $351K | Buy |
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