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Cape Investment Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cape Investment Advisory’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.3K Buy
636
+85
+15% +$3.51K 0.01% 468
2025
Q1 		$21.2K Hold
551
– – 0.01% 470
2024
Q4 		$23.2K Hold
551
– – 0.01% 458
2024
Q3 		$23K Buy
+551
New +$23K 0.01% 433