Pathstone Family Office’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
2023
Q3
$16.7M Buy
2023
Q2
$17.3M Buy
2023
Q1
$16.5M Sell
2022
Q4
$560 Buy