JNBA Financial 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 | $256K | Sell |
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2025
Q1 | $246K | Sell |
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|
2024
Q4 | $328K | Sell |
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2024
Q3 | $338K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $850K | Sell |
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|
2021
Q3 | $840K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $911K | Buy |
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|
2020
Q4 | $618K | Buy |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $80K | Buy |
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|
2019
Q4 | $28K | Buy |
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