Sandbox Financial Partners’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
$652K Buy
2025
Q2
$344K Buy
2025
Q1
Sell
2024
Q4
$364K Buy
2024
Q3
$325K Buy