UMB Bank’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 | $189K | Hold |
|
|||||
|
2025
Q2 | $173K | Hold |
|
|||||
|
2025
Q1 | $161K | Hold |
|
|||||
|
2024
Q4 | $176K | Buy |
|
|||||
|
2024
Q3 | $138K | Hold |
|
|||||
|
2024
Q2 | $127K | Hold |
|
|||||
|
2024
Q1 | $133K | Hold |
|
|||||
|
2023
Q4 | $126K | Sell |
|
|||||
|
2023
Q3 | $137K | Sell |
|
|||||
|
2023
Q2 | $173K | Sell |
|
|||||
|
2023
Q1 | $399K | Hold |
|
|||||
|
2022
Q4 | $386K | Buy |
|
|||||
|
2022
Q3 | $264K | Hold |
|
|||||
|
2022
Q2 | $272K | Hold |
|
|||||
|
2022
Q1 | $328K | Hold |
|
|||||
|
2021
Q4 | $348K | Buy |
|