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

Atria Wealth Solutions’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
Q1 		– Sell
-5,940
Closed -$250K – 1922
2024
Q4 		$250K Buy
+5,940
New +$257K ﹤0.01% 1666
2023
Q4 		– Sell
-26,439
Closed -$893K – 1960
2023
Q3 		$893K Sell
26,439
-27,018
-51% -$962K 0.01% 867
2023
Q2 		$1.9M Buy
53,457
+4,645
+10% +$157K 0.03% 584
2023
Q1 		$1.66M Sell
48,812
-7,175
-13% -$251K 0.02% 607
2022
Q4 		$1.84M Sell
55,987
-2,901
-5% -$96.3K 0.03% 549
2022
Q3 		$1.81M Buy
58,888
+393
+0.7% +$13.3K 0.03% 521
2022
Q2 		$1.84M Sell
58,495
-6,142
-10% -$211K 0.04% 475
2022
Q1 		$2.46M Buy
+64,637
New +$2.44M 0.04% 426

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return