Cardinal Strategic Wealth Guidance’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cardinal Strategic Wealth Guidance’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	-98	Closed	-$4.12K	–	66
2024 Q4	$4.12K	Hold	98	–	–	﹤0.01%	82
2024 Q3	$4.1K	Hold	98	–	–	﹤0.01%	60
2024 Q2	$3.77K	Hold	98	–	–	﹤0.01%	77
2024 Q1	$3.95K	Hold	98	–	–	﹤0.01%	57
2023 Q4	$3.73K	Hold	98	–	–	﹤0.01%	72
2023 Q3	$3.3K	Hold	98	–	–	﹤0.01%	81
2023 Q2	$3.48K	Hold	98	–	–	﹤0.01%	75
2023 Q1	$3.33K	Buy	98 +28	+40%	+$978	﹤0.01%	77
2022 Q4	$2.3K	Hold	70	–	–	﹤0.01%	83
2022 Q3	$2K	Sell	70 -113	-62%	-$3.81K	﹤0.01%	76
2022 Q2	$6K	Buy	+183	New	+$6.3K	﹤0.01%	82

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

Cardinal Strategic Wealth Guidance's ESML Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2025, closing a stake of 98 shares — an estimated $4.12K sold.

Cardinal Strategic Wealth Guidance first reported a position in ESML in Q2 2022 and held it in 11 quarters. The position peaked at $6K in Q2 2022. 383 funds tracked by Wall St. Rank hold ESML as of Q1 2025.

Cardinal Strategic Wealth Guidance reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 98 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2025, an estimated $4.12K.
Cardinal Strategic Wealth Guidance first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 11 quarters.
Cardinal Strategic Wealth Guidance's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $6K in Q2 2022.
383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.