Farther Finance Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
5,021
+544
| +12% | +$22.5K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $173K | Sell |
4,477
-623
| -12% | -$24K | ﹤0.01% | 1288 |
|
|
2024
Q4 | $214K | Sell |
5,100
-1,382
| -21% | -$58.1K | 0.01% | 958 |
|
|
2024
Q3 | $271K | Sell |
6,482
-47
| -0.7% | -$1.97K | 0.01% | 873 |
|
|
2024
Q2 | $249K | Buy |
6,529
+442
| +7% | +$16.9K | 0.01% | 750 |
|
|
2024
Q1 | $242K | Buy |
6,087
+35
| +0.6% | +$1.39K | 0.01% | 624 |
|
|
2023
Q4 | $230K | Buy |
6,052
+127
| +2% | +$4.83K | 0.02% | 516 |
|
|
2023
Q3 | $199K | Sell |
5,925
-2,379
| -29% | -$80.1K | 0.03% | 389 |
|
|
2023
Q2 | $295K | Buy |
8,304
+130
| +2% | +$4.62K | 0.06% | 250 |
|
|
2023
Q1 | $278K | Sell |
8,174
-6,712
| -45% | -$228K | 0.08% | 218 |
|
|
2022
Q4 | $489K | Buy |
+14,886
| New | +$489K | 0.19% | 106 |
|