Investors Research Corp’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Hold |
1,526
| – | – | 0.01% | 441 |
|
|
2025
Q1 | $58.6K | Hold |
1,526
| – | – | 0.01% | 446 |
|
|
2024
Q4 | $64.2K | Hold |
1,526
| – | – | 0.01% | 444 |
|
|
2024
Q3 | $63.8K | Hold |
1,526
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $58.8K | Hold |
1,526
| – | – | 0.01% | 477 |
|
|
2024
Q1 | $61.5K | Hold |
1,526
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $58K | Buy |
1,526
+261
| +21% | +$9.92K | 0.01% | 498 |
|
|
2023
Q3 | $42.6K | Buy |
1,265
+153
| +14% | +$5.15K | 0.01% | 537 |
|
|
2023
Q2 | $39.5K | Hold |
1,112
| – | – | 0.01% | 548 |
|
|
2023
Q1 | $37.8K | Sell |
1,112
-121
| -10% | -$4.11K | 0.01% | 567 |
|
|
2022
Q4 | $40.5K | Hold |
1,233
| – | – | 0.01% | 544 |
|
|
2022
Q3 | $38K | Buy |
1,233
+270
| +28% | +$8.32K | 0.01% | 537 |
|
|
2022
Q2 | $30K | Buy |
963
+600
| +165% | +$18.7K | 0.01% | 580 |
|
|
2022
Q1 | $14K | Buy |
+363
| New | +$14K | ﹤0.01% | 709 |
|