Keener Financial Planning’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
$138K Hold
2025
Q1
$129K Buy
2024
Q4
$137K Sell
2024
Q3
$137K Hold
2024
Q2
$126K Hold
2024
Q1
$133K Hold
2023
Q4
$125K Buy