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

Robertson Stephens 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 Q3	$751K	Sell
2025 Q2	$705K	Sell
2025 Q1	$886K	Buy
2024 Q4	$882K	Buy
2024 Q3	$613K	Sell
2024 Q2	$594K	Sell
2024 Q1	$709K	Sell
2023 Q4	$679K	Sell
2023 Q3	$801K	Buy
2023 Q2	$623K	Buy