Johnson Financial Group LLC (Colorado)’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
Q2
$472K Hold
2025
Q1
$438K Hold
2024
Q4
$480K Buy
2024
Q3
$308K Hold
2024
Q2
$283K Hold
2024
Q1
$296K Hold
2023
Q4
$280K Buy