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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
11,469
-1,282
| -10% | -$53K | ﹤0.01% | 790 |
|
|
2025
Q1 | $490K | Buy |
12,751
+16
| +0.1% | +$615 | ﹤0.01% | 742 |
|
|
2024
Q4 | $536K | Buy |
12,735
+5,775
| +83% | +$243K | ﹤0.01% | 712 |
|
|
2024
Q3 | $291K | Sell |
6,960
-701
| -9% | -$29.3K | ﹤0.01% | 886 |
|
|
2024
Q2 | $295K | Buy |
7,661
+156
| +2% | +$6.01K | ﹤0.01% | 855 |
|
|
2024
Q1 | $302K | Sell |
7,505
-183
| -2% | -$7.37K | ﹤0.01% | 867 |
|
|
2023
Q4 | $292K | Buy |
7,688
+40
| +0.5% | +$1.52K | ﹤0.01% | 879 |
|
|
2023
Q3 | $257K | Sell |
7,648
-143
| -2% | -$4.81K | ﹤0.01% | 756 |
|
|
2023
Q2 | $277K | Sell |
7,791
-1,083
| -12% | -$38.5K | ﹤0.01% | 781 |
|
|
2023
Q1 | $302K | Buy |
8,874
+357
| +4% | +$12.1K | ﹤0.01% | 823 |
|
|
2022
Q4 | $280K | Buy |
8,517
+1,839
| +28% | +$60.5K | ﹤0.01% | 898 |
|
|
2022
Q3 | $205K | Buy |
+6,678
| New | +$205K | ﹤0.01% | 1020 |
|