Haverford Trust Company’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
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $771K | Buy |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $911K | Hold |
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|
2021
Q3 | $882K | Hold |
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|
2021
Q2 | $912K | Buy |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $411K | Buy |
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