Sage Financial Group’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 | $1.9M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $583K | Sell |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $671K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $576K | Buy |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $316K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $288K | Buy |
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