Evergreen Capital 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
Q3 | $565K | Sell |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $430K | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $477K | Buy |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $220K | Buy |
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