Raymond James Trust’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 | $1.04M | Sell |
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|
2024
Q2 | $975K | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $702K | Hold |
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|
2023
Q1 | $672K | Hold |
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|
2022
Q4 | $650K | Hold |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $664K | Hold |
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|
2021
Q3 | $643K | Buy |
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