Financial 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 | $2.65M | Sell |
64,037
-1,998
| -3% | -$82.6K | 0.49% | 16 |
|
|
2025
Q1 | $2.54M | Buy |
66,035
+773
| +1% | +$29.7K | 0.5% | 15 |
|
|
2024
Q4 | $2.74M | Sell |
65,262
-1,734
| -3% | -$72.9K | 0.53% | 14 |
|
|
2024
Q3 | $2.8M | Buy |
66,996
+31
| +0% | +$1.3K | 0.53% | 13 |
|
|
2024
Q2 | $2.58M | Sell |
66,965
-2,315
| -3% | -$89.1K | 0.53% | 14 |
|
|
2024
Q1 | $2.79M | Sell |
69,280
-1,107
| -2% | -$44.6K | 0.58% | 13 |
|
|
2023
Q4 | $2.68M | Buy |
70,387
+1,207
| +2% | +$45.9K | 0.6% | 13 |
|
|
2023
Q3 | $2.33M | Buy |
69,180
+268
| +0.4% | +$9.02K | 0.58% | 16 |
|
|
2023
Q2 | $2.45M | Buy |
68,912
+2,162
| +3% | +$76.8K | 0.58% | 14 |
|
|
2023
Q1 | $2.27M | Buy |
66,750
+36
| +0.1% | +$1.22K | 0.57% | 17 |
|
|
2022
Q4 | $2.19M | Buy |
66,714
+980
| +1% | +$32.2K | 0.6% | 16 |
|
|
2022
Q3 | $2.05M | Buy |
65,734
+37,349
| +132% | +$1.16M | 0.71% | 17 |
|
|
2022
Q2 | $894K | Sell |
28,385
-10,552
| -27% | -$332K | 0.32% | 21 |
|
|
2022
Q1 | $1.48M | Buy |
38,937
+1,935
| +5% | +$73.6K | 0.46% | 17 |
|
|
2021
Q4 | $1.49M | Buy |
37,002
+3,347
| +10% | +$135K | 0.45% | 16 |
|
|
2021
Q3 | $1.31M | Buy |
33,655
+6,766
| +25% | +$264K | 0.44% | 18 |
|
|
2021
Q2 | $1.09M | Buy |
26,889
+15,652
| +139% | +$632K | 0.38% | 21 |
|
|
2021
Q1 | $433K | Buy |
+11,237
| New | +$433K | 0.17% | 45 |
|