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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19,939	Closed	-$758K	–	82
2023 Q4	$758K	Buy	+19,939	New	+$758K	0.56%	42