United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $205K | Buy |
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