Modera Wealth Management’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 | $12.6M | Sell |
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|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $9.37M | Buy |
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|
2024
Q1 | $9.54M | Buy |
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|
2023
Q4 | $8.65M | Buy |
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|
2023
Q3 | $7.03M | Buy |
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|
2023
Q2 | $7.16M | Buy |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $347K | Buy |
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