Sheets Smith Wealth Management’s SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Sheets Smith Wealth Management’s Portfolio ESIX Stock Details ESIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$202K	Buy
2025 Q1	–	Sell
2024 Q4	$216K	Hold
2024 Q3	$217K	Buy