Hilltop Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $947K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $837K | Sell |
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|
2022
Q4 | $825K | Buy |
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|
2022
Q3 | $715K | Sell |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $360K | Buy |
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