Integrated Wealth Concepts’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 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $939K | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $461K | Buy |
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