Highland Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,268	Closed	-$264K	–	54
2024 Q4	$264K	Buy	6,268 +329	+6%	+$13.9K	0.09%	43
2024 Q3	$248K	Buy	+5,939	New	+$248K	0.09%	49