Balanced Rock Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Balanced Rock Investment 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	$735K	Sell
2025 Q1	$1.89M	Buy
2024 Q4	$1.96M	Sell
2024 Q3	$2.49M	Buy
2024 Q2	$2.18M	Buy
2024 Q1	$2.22M	Buy
2023 Q4	$1.51M	Buy