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