Ballentine Partners’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
2024
Q3
Sell
-11,373
Closed -$438K 862
2024
Q2
$438K Buy
+11,373
New +$438K 0.01% 435