LWMI
ESML icon

Legacy Wealth Management (Idaho)’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
Q2
$744 Hold
18
﹤0.01% 613
2025
Q1
$692 Hold
18
﹤0.01% 670
2024
Q4
$779 Hold
18
﹤0.01% 611
2024
Q3
$799 Buy
+18
New +$799 ﹤0.01% 560