Montecito Bank & Trust’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 | $422K | Buy |
|
|||||
|
2025
Q1 | $371K | Hold |
|
|||||
|
2024
Q4 | $407K | Hold |
|
|||||
|
2024
Q3 | $404K | Sell |
|
|||||
|
2024
Q2 | $578K | Hold |
|
|||||
|
2024
Q1 | $605K | Sell |
|
|||||
|
2023
Q4 | $616K | Hold |
|
|||||
|
2023
Q3 | $546K | Hold |
|
|||||
|
2023
Q2 | $576K | Hold |
|
|||||
|
2023
Q1 | $551K | Hold |
|
|||||
|
2022
Q4 | $533K | Hold |
|
|||||
|
2022
Q3 | $497K | Hold |
|
|||||
|
2022
Q2 | $511K | Buy |
|
|||||
|
2022
Q1 | $579K | Sell |
|
|||||
|
2021
Q4 | $634K | Hold |
|
|||||
|
2021
Q3 | $613K | Hold |
|
|||||
|
2021
Q2 | $634K | Hold |
|
|||||
|
2021
Q1 | $606K | Buy |
|