Cook Wealth’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
Sell
2025
Q1
$403K Sell
2024
Q4
$477K Sell
2024
Q3
$498K Sell
2024
Q2
$636K Sell
2024
Q1
$627K Buy
2023
Q4
$457K Buy
2023
Q3
$366K Buy
2023
Q2
$246K Buy