Plante Moran Financial Advisors’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	$31.9K	Buy	773 +30	+4%	+$1.24K	﹤0.01%	410
2025 Q1	$28.5K	Buy	743 +332	+81%	+$12.8K	﹤0.01%	430
2024 Q4	$17.3K	Hold	411	–	–	﹤0.01%	513
2024 Q3	$17.2K	Hold	411	–	–	﹤0.01%	546
2024 Q2	$15.8K	Buy	+411	New	+$15.8K	﹤0.01%	513