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

Atticus Wealth Management’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 Q3	–	Sell	-1,428	Closed	-$59K	–	335
2025 Q2	$59K	Buy	1,428 +20	+1%	+$774	0.02%	298
2025 Q1	$54.1K	Sell	1,408 -237	-14%	-$9.85K	0.02%	225
2024 Q4	$69.2K	Buy	1,645 +6	+0.4%	+$259	0.02%	207
2024 Q3	$68.6K	Buy	1,639 +4	+0.2%	+$161	0.02%	212
2024 Q2	$62.9K	Sell	1,635 -194	-11%	-$7.49K	0.02%	212
2024 Q1	$73.7K	Buy	1,829 +4	+0.2%	+$152	0.02%	199
2023 Q4	$69.4K	Buy	1,825 +387	+27%	+$13.2K	0.02%	210
2023 Q3	$48.4K	Hold	1,438	–	–	0.02%	251
2023 Q2	$51.1K	Buy	+1,438	New	+$48.7K	0.02%	257

Other funds holding ESML

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

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

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

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

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

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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atticus Wealth Management's ESML Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025, closing a stake of 1,428 shares — an estimated $59K sold.

Atticus Wealth Management first reported a position in ESML in Q2 2023 and held it in 9 quarters. The position peaked at $73.7K in Q1 2024. 393 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

Atticus Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,428 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $59K.
Atticus Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 9 quarters.
Atticus Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $73.7K in Q1 2024.
393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.