Portland Global 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
Q2 | $705K | Buy |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $870K | Hold |
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|
2024
Q3 | $865K | Buy |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $1.28M | Hold |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.09M | Hold |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $382K | Hold |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $254K | Buy |
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