Corient Private Wealth
ESML icon

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

Corient Private Wealth’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
2026
Q1 		$3.46M Sell
73,550
-72,606
-50% -$3.52M ﹤0.01% 992
2025
Q4 		$6.72M Buy
146,156
+120,923
+479% +$5.51M ﹤0.01% 930
2025
Q3 		$1.14M Buy
25,233
+267
+1% +$11.6K ﹤0.01% 1374
2025
Q2 		$1.03M Sell
24,966
-53,761
-68% -$2.08M ﹤0.01% 1352
2025
Q1 		$3.02M Sell
78,727
-2,251
-3% -$93.6K ﹤0.01% 837
2024
Q4 		$3.41M Buy
80,978
+979
+1% +$42.3K 0.01% 817
2024
Q3 		$3.35M Buy
79,999
+4,054
+5% +$163K 0.01% 885
2024
Q2 		$2.92M Buy
75,945
+3,422
+5% +$132K 0.01% 882
2024
Q1 		$2.92M Buy
72,523
+207
+0.3% +$7.88K 0.01% 859
2023
Q4 		$2.75M Sell
72,316
-425
-0.6% -$14.5K 0.01% 871
2023
Q3 		$2.45M Sell
72,741
-3,857
-5% -$137K 0.01% 839
2023
Q2 		$2.72M Buy
76,598
+8,129
+12% +$275K 0.01% 807
2023
Q1 		$2.33M Buy
68,469
+6,483
+10% +$226K 0.01% 790
2022
Q4 		$2.04M Buy
+61,986
New +$2.06M 0.01% 700

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return