Kestra Advisory Services’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 | $1.08M | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $874K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $990K | Buy |
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|
2021
Q3 | $852K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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