Founders Financial Securities’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
$237K Buy
2025
Q2
$214K Sell
2025
Q1
$205K Sell
2024
Q4
$239K Sell
2024
Q3
$258K Sell
2024
Q2
$242K Buy
2024
Q1
$251K Buy
2023
Q4
$235K Buy
2022
Q2
Sell
2022
Q1
$240K Buy
2021
Q4
$248K Buy