Pathway Financial Advisors’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
Q3 | $307K | Hold |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $531K | Buy |
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|
2020
Q3 | $261K | Buy |
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