Orion Portfolio Solutions’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
Q1 | $235K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $5.56M | Buy |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $859K | Sell |
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|
2023
Q4 | $799K | Sell |
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|
2023
Q3 | $955K | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | $174K | Buy |
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|
2020
Q1 | $59K | Buy |
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