Kovitz Investment Group Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
10,155
-618
| -6% | -$25.5K | ﹤0.01% | 1031 |
|
|
2025
Q1 | $414K | Sell |
10,773
-1,075
| -9% | -$41.3K | ﹤0.01% | 956 |
|
|
2024
Q4 | $498K | Sell |
11,848
-784
| -6% | -$33K | ﹤0.01% | 884 |
|
|
2024
Q3 | $212K | Buy |
12,632
+5,022
| +66% | +$84.4K | ﹤0.01% | 935 |
|
|
2024
Q2 | $293K | Buy |
+7,610
| New | +$293K | ﹤0.01% | 733 |
|