Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $189K | Sell |
|
|||||
|
2024
Q1 | $199K | Sell |
|
|||||
|
2023
Q4 | $215K | Sell |
|
|||||
|
2023
Q3 | $197K | Sell |
|
|||||
|
2023
Q2 | $209K | Sell |
|
|||||
|
2023
Q1 | $281K | Sell |
|
|||||
|
2022
Q4 | $276K | Buy |
|
|||||
|
2022
Q3 | $258K | Sell |
|
|||||
|
2022
Q2 | $269K | Sell |
|
|||||
|
2022
Q1 | $353K | Sell |
|
|||||
|
2021
Q4 | $405K | Buy |
|
|||||
|
2021
Q3 | $389K | Buy |
|
|||||
|
2021
Q2 | $356K | Buy |
|
|||||
|
2021
Q1 | $235K | Sell |
|
|||||
|
2020
Q4 | $262K | Buy |
|
|||||
|
2020
Q3 | $181K | Sell |
|
|||||
|
2020
Q2 | $173K | Buy |
|
|||||
|
2020
Q1 | $122K | Buy |
|
|||||
|
2019
Q4 | $176K | Buy |
|
|||||
|
2019
Q3 | $162K | Sell |
|
|||||
|
2019
Q2 | $165K | Sell |
|
|||||
|
2019
Q1 | $162K | Buy |
|
|||||
|
2018
Q4 | $64K | Buy |
|