Ramiah Investment Group’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
2026 Q1	$288K	Sell	6,130 -1,031	-14%	-$50K	1.93%	29
2025 Q4	$329K	Buy	7,161 +1,393	+24%	+$63.5K	0.29%	59
2025 Q3	$260K	Sell	5,768 -1,069	-16%	-$46.4K	0.23%	57
2025 Q2	$283K	Buy	+6,837	New	+$265K	0.3%	55
2025 Q1	–	Sell	-14,650	Closed	-$616K	–	52
2024 Q4	$616K	Sell	14,650 -1,490	-9%	-$64.4K	0.56%	33
2024 Q3	$675K	Sell	16,140 -108	-0.7%	-$4.34K	0.64%	31
2024 Q2	$626K	Buy	16,248 +1,487	+10%	+$57.4K	0.61%	45
2024 Q1	$594K	Buy	14,761 +1,891	+15%	+$71.9K	0.56%	46
2023 Q4	$489K	Buy	12,870 +296	+2%	+$10.1K	0.46%	49
2023 Q3	$423K	Buy	12,574 +981	+8%	+$34.9K	0.44%	47
2023 Q2	$412K	Buy	11,593 +1,292	+13%	+$43.7K	0.4%	50
2023 Q1	$350K	Buy	10,301 +1,084	+12%	+$37.9K	0.32%	50
2022 Q4	$303K	Buy	9,217 +321	+4%	+$10.7K	1.63%	19
2022 Q3	$273K	Buy	8,896 +633	+8%	+$21.4K	1.65%	17
2022 Q2	$260K	Buy	8,263 +58	+0.7%	+$2K	0.21%	52
2022 Q1	$312K	Buy	8,205 +591	+8%	+$22.3K	0.22%	49
2021 Q4	$307K	Sell	7,614 -47	-0.6%	-$1.9K	0.21%	48
2021 Q3	$299K	Buy	7,661 +928	+14%	+$36.7K	0.21%	61
2021 Q2	$272K	Buy	6,733 +1,115	+20%	+$44.3K	0.19%	58
2021 Q1	$217K	Buy	+5,618	New	+$212K	0.16%	59