HM Payson & Co’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 | $45.1K | Hold |
|
|||||
|
2025
Q2 | $41.3K | Sell |
|
|||||
|
2025
Q1 | $5.86M | Sell |
|
|||||
|
2024
Q4 | $6.75M | Buy |
|
|||||
|
2024
Q3 | $6.39M | Buy |
|
|||||
|
2024
Q2 | $5.11M | Sell |
|
|||||
|
2024
Q1 | $7.18M | Buy |
|
|||||
|
2023
Q4 | $143K | Buy |
|
|||||
|
2023
Q3 | $44.6K | Hold |
|
|||||
|
2023
Q2 | $47.1K | Hold |
|
|||||
|
2023
Q1 | $45.1K | Hold |
|
|||||
|
2022
Q4 | $43.6K | Sell |
|
|||||
|
2022
Q3 | $189K | Buy |
|
|||||
|
2022
Q2 | $124K | Buy |
|
|||||
|
2022
Q1 | $38K | Sell |
|
|||||
|
2021
Q4 | $52K | Buy |
|
|||||
|
2021
Q3 | $49K | Hold |
|
|||||
|
2021
Q2 | $51K | Buy |
|
|||||
|
2021
Q1 | $39K | Hold |
|
|||||
|
2020
Q4 | $34K | Hold |
|
|||||
|
2020
Q3 | $27K | Hold |
|
|||||
|
2020
Q2 | $25K | Buy |
|