Cornerstone Planning Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cornerstone Planning Group’s Portfolio ESML Stock Details ESML Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Buy
2023 Q4	–	Sell
2023 Q3	$2.46K	Sell
2023 Q2	$5.15K	Buy
2022 Q4	$81.1K	Buy