Global Retirement Partners’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 Q4	$4.61M	Buy	100,337 +100,045	+34,262%	+$4.56M	0.08%	222
2025 Q3	$13.2K	Hold	292	–	–	﹤0.01%	2581
2025 Q2	$12.1K	Buy	+292	New	+$11.3K	﹤0.01%	2515
2024 Q4	$33.3K	Buy	792 +62	+8%	+$2.68K	﹤0.01%	1818
2024 Q3	$30.5K	Sell	730 -173	-19%	-$6.95K	﹤0.01%	1787
2024 Q2	$34.8K	Buy	903 +70	+8%	+$2.7K	﹤0.01%	1718
2024 Q1	$33.5K	Buy	833 +25	+3%	+$951	﹤0.01%	1587
2023 Q4	$29.6K	Hold	808	–	–	﹤0.01%	1566
2023 Q3	$26.4K	Hold	808	–	–	﹤0.01%	1538
2023 Q2	$28.7K	Buy	808 +100	+14%	+$3.38K	﹤0.01%	1516
2023 Q1	$23.3K	Sell	708 -22	-3%	-$768	﹤0.01%	1566
2022 Q4	$24K	Hold	730	–	–	﹤0.01%	1407
2022 Q3	$25K	Hold	730	–	–	﹤0.01%	1287
2022 Q2	$23K	Sell	730 -19	-3%	-$654	﹤0.01%	1297
2022 Q1	$25K	Buy	+749	New	+$28.2K	﹤0.01%	1265
2021 Q4	–	Sell	-61	Closed	-$2K	–	676
2021 Q3	$2K	Hold	61	–	–	﹤0.01%	1814
2021 Q2	$2K	Buy	61 +17	+39%	+$676	﹤0.01%	1726
2021 Q1	$2K	Buy	+44	New	+$1.66K	﹤0.01%	1638