Great Diamond Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $570K | Sell |
|
|||||
|
2025
Q3 | $606K | Buy |
|
|||||
|
2025
Q2 | $535K | Sell |
|
|||||
|
2025
Q1 | $507K | Sell |
|
|||||
|
2024
Q4 | $558K | Buy |
|
|||||
|
2024
Q3 | $550K | Sell |
|
|||||
|
2024
Q2 | $516K | Sell |
|
|||||
|
2024
Q1 | $563K | Sell |
|
|||||
|
2023
Q4 | $533K | Sell |
|
|||||
|
2023
Q3 | $474K | Buy |
|
|||||
|
2023
Q2 | $492K | Buy |
|