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

Invera Wealth Advisors’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.4M	Sell
2024 Q4	$3.99M	Sell
2024 Q3	$4.13M	Buy
2024 Q2	$3.59M	Buy
2024 Q1	$3.32M	Buy
2023 Q4	$3.39M	Buy