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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.7K	Hold	429	–	–	﹤0.01%	248
2025 Q1	$16.5K	Hold	429	–	–	﹤0.01%	242
2024 Q4	$18K	Sell	429 -240	-36%	-$10.1K	﹤0.01%	238
2024 Q3	$28K	Buy	+669	New	+$28K	﹤0.01%	231