Pine Haven Investment Counsel’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
$1.08M Buy
2025
Q2
$985K Sell
2025
Q1
$920K Sell
2024
Q4
$1.02M Buy
2024
Q3
$968K Buy
2024
Q2
$867K Buy
2024
Q1
$860K Buy
2023
Q4
$788K Buy
2023
Q3
$689K Buy
2023
Q2
$694K Buy
2023
Q1
$592K Buy
2022
Q4
$543K Buy
2022
Q3
$473K Buy
2022
Q2
$474K Buy
2022
Q1
$535K Buy
2021
Q4
$457K Buy