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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Buy	25,713 +2,240	+10%	+$86.7K	0.01%	687
2025 Q1	$902K	Buy	23,473 +1,579	+7%	+$65.6K	0.01%	657
2024 Q4	$921K	Sell	21,894 -4,477	-17%	-$193K	0.01%	532
2024 Q3	$1.1M	Sell	26,371 -95	-0.4%	-$3.82K	0.01%	505
2024 Q2	$1.02M	Sell	26,466 -4,168	-14%	-$161K	0.02%	421
2024 Q1	$1.23M	Sell	30,634 -641	-2%	-$24.4K	0.02%	360
2023 Q4	$1.19M	Buy	31,275 +2,256	+8%	+$77K	0.02%	375
2023 Q3	$976K	Buy	29,019 +3,529	+14%	+$126K	0.02%	377
2023 Q2	$905K	Buy	25,490 +562	+2%	+$19K	0.02%	351
2023 Q1	$847K	Buy	24,928 +2,704	+12%	+$94.4K	0.02%	364
2022 Q4	$731K	Buy	22,224 +1,555	+8%	+$51.6K	0.02%	367
2022 Q3	$634K	Buy	20,669 +357	+2%	+$12K	0.02%	381
2022 Q2	$640K	Sell	20,312 -374	-2%	-$12.9K	0.02%	376
2022 Q1	$787K	Buy	20,686 +505	+3%	+$19K	0.02%	390
2021 Q4	$814K	Buy	+20,181	New	+$817K	0.02%	398