Moneta Group Investment Advisors’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 | $1.26M | Sell |
30,583
-234
| -0.8% | -$9.67K | 0.02% | 277 |
|
|
2025
Q1 | $1.18M | Sell |
30,817
-6,167
| -17% | -$237K | 0.02% | 268 |
|
|
2024
Q4 | $1.56M | Buy |
36,984
+24
| +0.1% | +$1.01K | 0.02% | 236 |
|
|
2024
Q3 | $1.55M | Sell |
36,960
-207
| -0.6% | -$8.66K | 0.02% | 229 |
|
|
2024
Q2 | $1.43M | Buy |
37,167
+1,024
| +3% | +$39.4K | 0.02% | 227 |
|
|
2024
Q1 | $1.46M | Sell |
36,143
-286
| -0.8% | -$11.5K | 0.02% | 224 |
|
|
2023
Q4 | $1.38M | Buy |
36,429
+19,719
| +118% | +$750K | 0.03% | 201 |
|
|
2023
Q3 | $562K | Buy |
16,710
+4,548
| +37% | +$153K | 0.01% | 290 |
|
|
2023
Q2 | $432K | Buy |
+12,162
| New | +$432K | 0.01% | 348 |
|
|
2022
Q3 | – | Sell |
-7,968
| Closed | -$251K | – | 444 |
|
|
2022
Q2 | $251K | Buy |
+7,968
| New | +$251K | 0.01% | 407 |
|