Halbert Hargrove Global Advisors’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
Q3 | $209K | Buy |
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|
2025
Q2 | $169K | Sell |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $185K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $213K | Buy |
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