Jones Financial Companies’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 | $3.67M | Buy |
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|
2025
Q1 | $3.13M | Buy |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $829K | Buy |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $59K | Buy |
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