RTD Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

RTD Financial Advisors’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	$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