Steward Partners Investment Advisory’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 | $527K | Sell |
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|
2025
Q2 | $501K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $556K | Sell |
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|
2023
Q2 | $862K | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q3 | $887K | Buy |
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|
2021
Q2 | $590K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $104K | Buy |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $24K | Buy |
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