Shira Ridge Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Shira Ridge Wealth Management’s Portfolio ESML Stock Details ESML Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$467K	Buy
2025 Q1	–	Sell
2024 Q4	$239K	Sell
2024 Q3	$240K	Sell
2024 Q2	$224K	Sell
2024 Q1	$248K	Buy
2023 Q4	$218K	Buy