Cascade Financial Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cascade Financial Partners’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 Q3	$990K	Hold
2025 Q2	$908K	Hold
2025 Q1	$844K	Hold
2024 Q4	$924K	Hold
2024 Q3	$920K	Hold
2024 Q2	$846K	Hold
2024 Q1	$835K	Buy