Round Rock 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
Q3 | $619K | Sell |
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|
2025
Q2 | $581K | Hold |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $555K | Hold |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $563K | Buy |
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