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Aaron Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Aaron Wealth Advisors’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,566
Closed -$251K – 686
2025
Q3 		$251K Buy
5,566
+670
+14% +$29.1K 0.01% 570
2025
Q2 		$202K Buy
+4,896
New +$190K 0.02% 478
2025
Q1 		– Sell
-5,590
Closed -$235K – 465
2024
Q4 		$235K Sell
5,590
-538
-9% -$23.3K 0.03% 386
2024
Q3 		$256K Buy
6,128
+6
+0.1% +$241 0.03% 342
2024
Q2 		$236K Buy
6,122
+656
+12% +$25.3K 0.03% 277
2024
Q1 		$220K Buy
5,466
+182
+3% +$6.92K 0.03% 278
2023
Q4 		$201K Buy
+5,284
New +$180K 0.03% 252
2023
Q3 		– Sell
-5,715
Closed -$203K – 265
2023
Q2 		$203K Buy
+5,715
New +$193K 0.03% 246
2022
Q3 		– Sell
-13,711
Closed -$431K – 231
2022
Q2 		$431K Buy
13,711
+2,088
+18% +$71.9K 0.11% 112
2022
Q1 		$442K Buy
11,623
+31
+0.3% +$1.17K 0.1% 117
2021
Q4 		$467K Buy
11,592
+2,255
+24% +$91.3K 0.13% 105
2021
Q3 		$364K Hold
9,337
– – 0.1% 112
2021
Q2 		$376K Hold
9,337
– – 0.12% 110
2021
Q1 		$359K Hold
9,337
– – 0.13% 106
2020
Q4 		$318K Buy
+9,337
New +$287K 0.12% 101

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aaron Wealth Advisors's ESML Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 5,566 shares — an estimated $251K sold.

Aaron Wealth Advisors first reported a position in ESML in Q4 2020 and held it in 15 quarters. The position peaked at $467K in Q4 2021. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • Aaron Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,566 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $251K.
  • Aaron Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and held it in 15 quarters.
  • Aaron Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $467K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.