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

Congress 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
Q2 		$1.06M Buy
25,713
+2,240
+10% +$86.7K 0.01% 687
2025
Q1 		$902K Buy
23,473
+1,579
+7% +$65.6K 0.01% 657
2024
Q4 		$921K Sell
21,894
-4,477
-17% -$193K 0.01% 532
2024
Q3 		$1.1M Sell
26,371
-95
-0.4% -$3.82K 0.01% 505
2024
Q2 		$1.02M Sell
26,466
-4,168
-14% -$161K 0.02% 421
2024
Q1 		$1.23M Sell
30,634
-641
-2% -$24.4K 0.02% 360
2023
Q4 		$1.19M Buy
31,275
+2,256
+8% +$77K 0.02% 375
2023
Q3 		$976K Buy
29,019
+3,529
+14% +$126K 0.02% 377
2023
Q2 		$905K Buy
25,490
+562
+2% +$19K 0.02% 351
2023
Q1 		$847K Buy
24,928
+2,704
+12% +$94.4K 0.02% 364
2022
Q4 		$731K Buy
22,224
+1,555
+8% +$51.6K 0.02% 367
2022
Q3 		$634K Buy
20,669
+357
+2% +$12K 0.02% 381
2022
Q2 		$640K Sell
20,312
-374
-2% -$12.9K 0.02% 376
2022
Q1 		$787K Buy
20,686
+505
+3% +$19K 0.02% 390
2021
Q4 		$814K Buy
+20,181
New +$817K 0.02% 398

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Congress Wealth Management's ESML Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 9.5% in Q2 2025, buying an estimated $86.7K and bringing the position to 25,713 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #687.

Congress Wealth Management first reported a position in ESML in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.23M in Q1 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Congress Wealth Management held 25,713 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.06M as of Q2 2025.
  • Congress Wealth Management bought 2,240 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $86.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #687 holding.
  • Congress Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.23M in Q1 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.