GGM Wealth Advisors’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
Q1
$278K Hold
2024
Q4
$313K Buy
2024
Q3
$306K Buy
2024
Q2
$242K Buy
2022
Q2
Sell
2022
Q1
$348K Hold
2021
Q4
$368K Hold
2021
Q3
$381K Hold
2021
Q2
$354K Hold
2021
Q1
$369K Buy