Fairview Capital Investment 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 | $252K | Hold |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $240K | Buy |
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