Urban Financial Advisory Corp’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
2025
Q2
$49K Sell
1,185
-2,020
-63% -$83.5K 0.02% 41
2025
Q1
$123K Buy
3,205
+8
+0.3% +$307 0.07% 34
2024
Q4
$134K Buy
3,197
+13
+0.4% +$547 0.07% 29
2024
Q3
$133K Buy
+3,184
New +$133K 0.07% 29