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	–	1921
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	0.03%	475
2022 Q1	$2.46M	Buy	+64,637	New	+$2.44M	0.04%	426

Other funds holding ESML

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Atria Wealth Solutions's ESML Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2025, closing a stake of 5,940 shares — an estimated $250K sold.

Atria Wealth Solutions first reported a position in ESML in Q1 2022 and held it in 8 quarters. The position peaked at $2.46M in Q1 2022. 383 funds tracked by Wall St. Rank hold ESML as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,940 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2025, an estimated $250K.
Atria Wealth Solutions first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.46M in Q1 2022.
383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.