United Asset Strategies’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
6,802
+294
| +5% | +$12.2K | 0.02% | 221 |
|
|
2025
Q1 | $250K | Buy |
6,508
+16
| +0.2% | +$615 | 0.02% | 221 |
|
|
2024
Q4 | $273K | Sell |
6,492
-500
| -7% | -$21K | 0.03% | 208 |
|
|
2024
Q3 | $292K | Sell |
6,992
-397
| -5% | -$16.6K | 0.03% | 205 |
|
|
2024
Q2 | $284K | Sell |
7,389
-47
| -0.6% | -$1.81K | 0.03% | 197 |
|
|
2024
Q1 | $299K | Buy |
+7,436
| New | +$299K | 0.03% | 203 |
|