SFP

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Buy	+8,320	New	+$344K	0.11%	84
2025 Q1	–	Sell	-8,652	Closed	-$364K	–	110
2024 Q4	$364K	Buy	8,652 +884	+11%	+$37.2K	0.12%	79
2024 Q3	$325K	Buy	+7,768	New	+$325K	0.12%	78