Vaughan & Co Securities’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 | $254K | Sell |
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|
2025
Q2 | $481K | Hold |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $470K | Hold |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $415K | Hold |
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|
2023
Q1 | $397K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $506K | Hold |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $517K | Hold |
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|
2020
Q4 | $458K | Hold |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $148K | Sell |
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|
2019
Q4 | $379K | Buy |
|