Cherry Tree Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cherry Tree Wealth Management’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	$10.3K	Hold
2025 Q1	$9.53K	Hold
2024 Q4	$10.4K	Hold
2024 Q3	$10.4K	Hold
2024 Q2	$9.55K	Hold
2024 Q1	$9.99K	Hold
2023 Q4	$9.43K	Hold
2023 Q3	$8.35K	Hold
2023 Q2	$8.81K	Buy