Founders Financial Securities’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
5,187
-290
| -5% | -$12K | 0.02% | 470 |
|
|
2025
Q1 | $205K | Sell |
5,477
-199
| -4% | -$7.45K | 0.02% | 442 |
|
|
2024
Q4 | $239K | Sell |
5,676
-499
| -8% | -$21K | 0.02% | 407 |
|
|
2024
Q3 | $258K | Sell |
6,175
-108
| -2% | -$4.52K | 0.02% | 385 |
|
|
2024
Q2 | $242K | Buy |
6,283
+44
| +0.7% | +$1.69K | 0.02% | 382 |
|
|
2024
Q1 | $251K | Buy |
6,239
+45
| +0.7% | +$1.81K | 0.03% | 341 |
|
|
2023
Q4 | $235K | Buy |
+6,194
| New | +$235K | 0.03% | 332 |
|
|
2022
Q2 | – | Sell |
-6,297
| Closed | -$240K | – | 273 |
|
|
2022
Q1 | $240K | Buy |
6,297
+153
| +2% | +$5.83K | 0.04% | 240 |
|
|
2021
Q4 | $248K | Buy |
+6,144
| New | +$248K | 0.04% | 229 |
|