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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$462K Sell
2025
Q2
$436K Buy
2025
Q1
$405K Buy
2024
Q4
$383K Buy
2024
Q3
$360K Sell
2024
Q2
$341K Buy
2024
Q1
$339K Sell
2023
Q4
$334K Sell
2023
Q3
$298K Buy