Trellis 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
2023
Q4
Sell
2023
Q3
$685K Buy
2023
Q2
$714K Buy
2023
Q1
$681K Sell
2022
Q4
$663K Buy
2022
Q3
$610K Buy
2022
Q1
Sell
2021
Q4
$343K Buy
2021
Q3
$241K Buy