Ownership history in Aufman Associates Inc · 17 quarters on record
This page tracks every 13F SEC filing in which Aufman Associates Inc reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,260 | +1,236 | +5.9% | 0.52% | $1.0M | $45.87 |
| 2025 Q3 | ADDED | 21,024 | +1,153 | +5.8% | 0.53% | $948K | $44.84 |
| 2025 Q2 | REDUCED | 19,871 | -312 | -1.5% | 0.51% | $821K | $40.98 |
| 2025 Q1 | ADDED | 20,183 | +53 | +0.3% | 0.53% | $775K | $37.98 |
| 2024 Q4 | ADDED | 20,130 | +1,509 | +8.1% | 0.57% | $846K | $41.47 |
| 2024 Q3 | REDUCED | 18,621 | -7 | -0.0% | 0.50% | $779K | $41.07 |
| 2024 Q2 | REDUCED | 18,628 | -305 | -1.6% | 0.51% | $717K | $37.69 |
| 2024 Q1 | ADDED | 18,933 | +1,880 | +11.0% | 0.54% | $762K | $39.33 |
| 2023 Q4 | REDUCED | 17,053 | -234 | -1.4% | 0.49% | $648K | $37.02 |
| 2023 Q3 | ADDED | 17,287 | +1,570 | +10.0% | 0.49% | $582K | $32.65 |
As of 2025 Q4 — sorted by position size