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OLIO Financial Planning’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
$452K Buy
10,929
+134
+1% +$5.54K 0.14% 42
2025
Q1
$415K Buy
10,795
+3,038
+39% +$117K 0.14% 42
2024
Q4
$326K Buy
+7,757
New +$326K 0.11% 45