D.J. St. Germain’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
Q3
$294K Hold
2025
Q2
$269K Buy
2025
Q1
Sell
2024
Q4
$175K Buy
2024
Q1
Sell
2023
Q4
$760 Hold
2023
Q3
$673 Buy