Annis Gardner Whiting Capital Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Buy
2025 Q1	$924K	Buy
2024 Q4	$905K	Hold
2024 Q3	$900K	Buy
2024 Q2	$825K	Hold
2024 Q1	$863K	Buy
2023 Q4	$669K	Buy
2023 Q3	$594K	Buy