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

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-285
Closed -$11.9K – 489
2024
Q3 		$11.9K Hold
285
– – ﹤0.01% 770
2024
Q2 		$11K Hold
285
– – ﹤0.01% 532
2024
Q1 		$11.5K Hold
285
– – ﹤0.01% 540
2023
Q4 		$10.8K Hold
285
– – ﹤0.01% 563
2023
Q3 		$9.59K Hold
285
– – ﹤0.01% 583
2023
Q2 		$10.1K Hold
285
– – ﹤0.01% 594
2023
Q1 		$9.69K Hold
285
– – ﹤0.01% 618
2022
Q4 		$9.37K Buy
+285
New +$9.46K ﹤0.01% 613

Other funds holding ESML

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Baldwin Wealth Partners's ESML Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 285 shares — an estimated $11.9K sold.

Baldwin Wealth Partners first reported a position in ESML in Q4 2022 and held it in 8 quarters. The position peaked at $11.9K in Q3 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 285 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $11.9K.
  • Baldwin Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $11.9K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.