Friedenthal Financial’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 | $281K | Sell |
6,806
-4,789
| -41% | -$198K | 0.15% | 101 |
|
|
2025
Q1 | $445K | Hold |
11,595
| – | – | 0.27% | 86 |
|
|
2024
Q4 | $488K | Hold |
11,595
| – | – | 0.29% | 94 |
|
|
2024
Q3 | $485K | Hold |
11,595
| – | – | 0.28% | 92 |
|
|
2024
Q2 | $446K | Sell |
11,595
-227
| -2% | -$8.74K | 0.28% | 93 |
|
|
2024
Q1 | $476K | Hold |
11,822
| – | – | 0.29% | 93 |
|
|
2023
Q4 | $449K | Buy |
11,822
+297
| +3% | +$11.3K | 0.29% | 91 |
|
|
2023
Q3 | $388K | Buy |
+11,525
| New | +$388K | 0.26% | 96 |
|