RTD Financial Advisors’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
$213K Sell
2025
Q2
$252K Sell
2025
Q1
$244K Sell
2024
Q4
$271K Hold
2024
Q3
$269K Hold
2024
Q2
$248K Hold
2024
Q1
$259K Hold
2023
Q4
$245K Buy
2022
Q2
Sell
2022
Q1
$213K Buy