Legacy Trust’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,266	Closed	-$221K	–	160
2024 Q4	$221K	Hold	5,266	–	–	0.05%	149
2024 Q3	$220K	Buy	+5,266	New	+$220K	0.05%	152