WNY Asset Management’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
$729K Sell
2025
Q1
$812K Sell
2024
Q4
$1.52M Buy
2024
Q3
$923K Sell
2024
Q2
$864K Buy
2024
Q1
$902K Buy
2023
Q4
$820K Sell
2023
Q3
$787K Buy