Viewpoint Capital Management’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 | $207K | Buy |
+5,000
| New | +$207K | 0.1% | 100 |
|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$210K | – | 141 |
|
|
2024
Q4 | $210K | Hold |
5,000
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $209K | Buy |
+5,000
| New | +$209K | 0.12% | 101 |
|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$201K | – | 140 |
|
|
2024
Q1 | $201K | Buy |
+5,000
| New | +$201K | 0.13% | 100 |
|