CFP
Cascade Financial Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Hold |
21,962
| – | – | 0.11% | 120 |
|
|
2025
Q1 | $844K | Hold |
21,962
| – | – | 0.11% | 112 |
|
|
2024
Q4 | $924K | Hold |
21,962
| – | – | 0.12% | 104 |
|
|
2024
Q3 | $920K | Hold |
21,962
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $846K | Hold |
21,962
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $835K | Buy |
+21,962
| New | +$835K | 0.12% | 109 |
|