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

Opes Wealth Management’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	$948K	Buy
2025 Q1	$787K	Buy
2024 Q4	$556K	Sell
2024 Q3	$597K	Buy
2024 Q2	$537K	Buy
2024 Q1	$537K	Buy
2023 Q4	$505K	Buy
2023 Q3	$281K	Buy