MWM
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Modern Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Modern Wealth Management’s Portfolio ESML Stock Details ESML Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
5,599
-316
-5% -$13.1K 0.01% 683
2025
Q1 		$227K Buy
+5,915
New +$227K 0.01% 612