&Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $780K | Sell |
18,870
-3,197
| -14% | -$132K | 0.01% | 1109 |
|
2025
Q1 | $849K | Buy |
22,067
+1,364
| +7% | +$52.5K | 0.01% | 891 |
|
2024
Q4 | $879K | Buy |
20,703
+14,317
| +224% | +$608K | 0.01% | 826 |
|
2024
Q3 | $267K | Buy |
6,386
+211
| +3% | +$8.82K | 0.01% | 1169 |
|
2024
Q2 | $238K | Buy |
6,175
+156
| +3% | +$6.01K | 0.01% | 792 |
|
2024
Q1 | $242K | Buy |
+6,019
| New | +$242K | 0.03% | 417 |
|