Great Diamond Partners’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 | $535K | Sell |
12,956
-245
| -2% | -$10.1K | 0.11% | 144 |
|
|
2025
Q1 | $507K | Sell |
13,201
-68
| -0.5% | -$2.61K | 0.14% | 115 |
|
|
2024
Q4 | $558K | Buy |
13,269
+127
| +1% | +$5.34K | 0.14% | 111 |
|
|
2024
Q3 | $550K | Sell |
13,142
-261
| -2% | -$10.9K | 0.14% | 113 |
|
|
2024
Q2 | $516K | Sell |
13,403
-574
| -4% | -$22.1K | 0.12% | 126 |
|
|
2024
Q1 | $563K | Sell |
13,977
-34
| -0.2% | -$1.37K | 0.13% | 124 |
|
|
2023
Q4 | $533K | Sell |
14,011
-85
| -0.6% | -$3.23K | 0.13% | 128 |
|
|
2023
Q3 | $474K | Buy |
14,096
+248
| +2% | +$8.35K | 0.13% | 133 |
|
|
2023
Q2 | $492K | Buy |
+13,848
| New | +$492K | 0.13% | 132 |
|