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

Sequoia 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	$1.94M	Buy
2025 Q2	$419K	Sell
2025 Q1	$401K	Buy
2024 Q4	$435K	Buy
2024 Q3	$408K	Sell
2024 Q2	$386K	Sell
2024 Q1	$438K	Sell
2023 Q4	$415K	Buy