Morningstar Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.62M | Sell |
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $8.38M | Buy |
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|
2023
Q3 | $3.88M | Buy |
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|
2023
Q2 | $3.97M | Buy |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $990K | Buy |
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|
2020
Q2 | $829K | Buy |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $314K | Buy |
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