Wealthcare Advisory Partners’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
2026 Q2	$2.34M	Buy	41,792 +3,997	+11%	+$208K	0.04%	322
2026 Q1	$1.78M	Sell	37,795 -1,883	-5%	-$91.3K	0.03%	387
2025 Q4	$1.82M	Sell	39,678 -2,064	-5%	-$94.1K	0.04%	383
2025 Q3	$1.88M	Buy	41,742 +420	+1%	+$18.2K	0.04%	359
2025 Q2	$1.71M	Buy	41,322 +158	+0.4%	+$6.12K	0.04%	361
2025 Q1	$1.58M	Buy	41,164 +8,522	+26%	+$354K	0.04%	342
2024 Q4	$1.37M	Buy	32,642 +2,148	+7%	+$92.8K	0.04%	349
2024 Q3	$1.28M	Sell	30,494 -6,835	-18%	-$275K	0.04%	362
2024 Q2	$1.44M	Sell	37,329 -6,569	-15%	-$254K	0.04%	297
2024 Q1	$1.77M	Buy	43,898 +757	+2%	+$28.8K	0.06%	253
2023 Q4	$1.64M	Sell	43,141 -5,270	-11%	-$180K	0.07%	229
2023 Q3	$1.63M	Sell	48,411 -3,585	-7%	-$128K	0.07%	202
2023 Q2	$1.85M	Sell	51,996 -884	-2%	-$29.9K	0.08%	192
2023 Q1	$1.8M	Buy	52,880 +10,817	+26%	+$378K	0.08%	193
2022 Q4	$1.38M	Buy	42,063 +6,070	+17%	+$202K	0.07%	219
2022 Q3	$1.1M	Buy	35,993 +11,505	+47%	+$388K	0.06%	221
2022 Q2	$771K	Buy	24,488 +373	+2%	+$12.8K	0.05%	246
2022 Q1	$917K	Buy	24,115 +509	+2%	+$19.2K	0.06%	208
2021 Q4	$952K	Buy	23,606 +4,939	+26%	+$200K	0.06%	206
2021 Q3	$728K	Buy	18,667 +3,881	+26%	+$154K	0.05%	248
2021 Q2	$597K	Buy	14,786 +1,780	+14%	+$70.8K	0.04%	283
2021 Q1	$501K	Sell	13,006 -774	-6%	-$29.2K	0.04%	287
2020 Q4	$470K	Hold	13,780	–	–	0.04%	242
2020 Q3	$365K	Buy	+13,780	New	+$364K	0.04%	249

Other funds holding ESML