Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.27M | Buy |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $2.36M | Sell |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $486K | Buy |
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|
2020
Q1 | $260K | Buy |
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