Mercer Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.45M | Buy |
115,914
+18,208
| +19% | +$883K | 0.01% | 729 |
|
|
2025
Q4 | $4.49M | Sell |
97,706
-20,625
| -17% | -$940K | 0.01% | 756 |
|
|
2025
Q3 | $5.33M | Sell |
118,331
-64,249
| -35% | -$2.79M | 0.01% | 643 |
|
|
2025
Q2 | $7.55M | Sell |
182,580
-15,127
| -8% | -$586K | 0.02% | 467 |
|
|
2025
Q1 | $7.59M | Buy |
197,707
+2,567
| +1% | +$107K | 0.02% | 429 |
|
|
2024
Q4 | $8.21M | Sell |
195,140
-2,455
| -1% | -$106K | 0.02% | 401 |
|
|
2024
Q3 | $8.18M | Sell |
197,595
-5,676
| -3% | -$228K | 0.02% | 365 |
|
|
2024
Q2 | $7.83M | Sell |
203,271
-7,445
| -4% | -$287K | 0.02% | 354 |
|
|
2024
Q1 | $8.48M | Sell |
210,716
-6,291
| -3% | -$239K | 0.02% | 340 |
|
|
2023
Q4 | $8.25M | Buy |
217,007
+7,558
| +4% | +$258K | 0.02% | 350 |
|
|
2023
Q3 | $7.05M | Sell |
209,449
-5,706
| -3% | -$203K | 0.03% | 344 |
|
|
2023
Q2 | $7.64M | Sell |
215,155
-1,817
| -0.8% | -$61.5K | 0.03% | 346 |
|
|
2023
Q1 | $7.38M | Sell |
216,972
-82
| -0% | -$2.86K | 0.03% | 340 |
|
|
2022
Q4 | $7.14M | Sell |
217,054
-6,679
| -3% | -$222K | 0.04% | 344 |
|
|
2022
Q3 | $6.86M | Sell |
223,733
-2,535
| -1% | -$85.5K | 0.04% | 305 |
|
|
2022
Q2 | $7.13M | Buy |
226,268
+27,315
| +14% | +$940K | 0.04% | 284 |
|
|
2022
Q1 | $7.57M | Buy |
198,953
+42,913
| +28% | +$1.62M | 0.04% | 282 |
|
|
2021
Q4 | $6.29M | Buy |
156,040
+44,133
| +39% | +$1.79M | 0.04% | 319 |
|
|
2021
Q3 | $4.37M | Buy |
111,907
+15,271
| +16% | +$604K | 0.03% | 380 |
|
|
2021
Q2 | $3.9M | Buy |
96,636
+29,917
| +45% | +$1.19M | 0.03% | 383 |
|
|
2021
Q1 | $2.57M | Buy |
66,719
+20,737
| +45% | +$781K | 0.02% | 452 |
|
|
2020
Q4 | $1.57M | Buy |
45,982
+22,018
| +92% | +$677K | 0.02% | 484 |
|
|
2020
Q3 | $636K | Buy |
+23,964
| New | +$634K | 0.01% | 696 |
|
Other funds holding ESML
TWIM
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