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

Clarity Asset 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 Q4	–	Sell	-467	Closed	-$21K	–	257
2025 Q3	$21K	Buy	467 +2	+0.4%	+$87	0.01%	167
2025 Q2	$19.2K	Buy	465 +1	+0.2%	+$39	0.01%	176
2025 Q1	$17.8K	Buy	464 +1	+0.2%	+$42	0.01%	153
2024 Q4	$19.4K	Buy	463 +2	+0.4%	+$86	0.01%	144
2024 Q3	$19.3K	Sell	461 -260	-36%	-$10.5K	0.01%	134
2024 Q2	$27.7K	Buy	721 +2	+0.3%	+$77	0.02%	118
2024 Q1	$29K	Buy	719 +2	+0.3%	+$76	0.02%	122
2023 Q4	$27.3K	Buy	+717	New	+$24.5K	0.02%	121

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

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

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

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

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

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

Clarity Asset Management's ESML Position: Q4 2025 in Review

Clarity Asset Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 467 shares — an estimated $21K sold.

Clarity Asset Management first reported a position in ESML in Q4 2023 and held it in 8 quarters. The position peaked at $29K in Q1 2024. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

Clarity Asset Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Clarity Asset Management sold 467 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $21K.
Clarity Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and held it in 8 quarters.
Clarity Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $29K in Q1 2024.
422 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on Clarity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.