Emergent Wealth Advisors, LLC’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
$431K Buy
2025
Q2
$387K Buy
2025
Q1
$350K Sell
2024
Q4
$385K Buy