NewEdge Wealth’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
Q2
$462K Sell
2025
Q1
$519K Buy
2024
Q4
$554K Buy
2024
Q3
$473K Sell
2024
Q2
$441K Buy
2024
Q1
$432K Sell
2023
Q4
$817K Sell
2023
Q3
$728K Buy