Valeo 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 | $375K | Sell |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $621K | Buy |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $839K | Sell |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $745K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $117K | Buy |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q2 | $52K | Buy |
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