Morris Financial Concepts’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Morris Financial Concepts’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$505K	Buy
2025 Q1	$410K	Sell
2024 Q4	$457K	Buy
2024 Q3	$438K	Buy
2024 Q2	$398K	Buy
2024 Q1	$217K	Buy
2023 Q4	$142K	Buy
2023 Q3	$46.4K	Hold
2023 Q2	$49K	Sell
2023 Q1	$50.3K	Buy