Sequoia Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
10,147
-300
| -3% | -$12.4K | ﹤0.01% | 1084 |
|
|
2025
Q1 | $401K | Buy |
10,447
+100
| +1% | +$3.84K | ﹤0.01% | 939 |
|
|
2024
Q4 | $435K | Buy |
10,347
+590
| +6% | +$24.8K | ﹤0.01% | 856 |
|
|
2024
Q3 | $408K | Sell |
9,757
-280
| -3% | -$11.7K | ﹤0.01% | 826 |
|
|
2024
Q2 | $386K | Sell |
10,037
-845
| -8% | -$32.5K | ﹤0.01% | 791 |
|
|
2024
Q1 | $438K | Sell |
10,882
-39
| -0.4% | -$1.57K | 0.01% | 728 |
|
|
2023
Q4 | $415K | Buy |
+10,921
| New | +$415K | 0.01% | 795 |
|