Traphagen Investment Advisors’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
$200K Buy
2025
Q1
Sell
2024
Q4
$201K Buy
2022
Q1
Sell
2021
Q4
$206K Sell
2021
Q3
$204K Buy
2021
Q2
$201K Sell
2021
Q1
$454K Sell
2020
Q4
$433K Hold
2020
Q3
$384K Buy