Wealth Architects’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
Q2
$10.2M Buy
2025
Q1
$8.53M Buy
2024
Q4
$9.26M Sell
2024
Q3
$9.29M Buy
2024
Q2
$7.8M Buy
2024
Q1
$6.21M Buy
2023
Q4
$5.83M Buy
2023
Q3
$5.13M Buy
2023
Q2
$5.08M Buy
2023
Q1
$4.41M Buy
2022
Q4
$4.19M Buy
2022
Q3
$3.21M Buy
2022
Q2
$2.66M Buy
2022
Q1
$1.05M Buy
2021
Q4
$998K Buy