Pinnacle Associates’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
Q2 | $309K | Sell |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $249K | Buy |
|