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Creative Financial Designs’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Creative Financial Designs’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 		– Sell
-184
Closed -$7.07K – 2067
2025
Q1 		$7.07K Hold
184
– – ﹤0.01% 1383
2024
Q4 		$7.74K Hold
184
– – ﹤0.01% 1320
2024
Q3 		$7.7K Hold
184
– – ﹤0.01% 1273
2024
Q2 		$7.08K Hold
184
– – ﹤0.01% 1249
2024
Q1 		$7.41K Hold
184
– – ﹤0.01% 1222
2023
Q4 		$6.99K Sell
184
-2,013
-92% -$68.7K ﹤0.01% 1188
2023
Q3 		$73.9K Sell
2,197
-552
-20% -$19.6K 0.01% 544
2023
Q2 		$97.6K Sell
2,749
-1,608
-37% -$54.4K 0.01% 494
2023
Q1 		$148K Sell
4,357
-257
-6% -$8.97K 0.02% 384
2022
Q4 		$152K Sell
4,614
-512
-10% -$17K 0.02% 367
2022
Q3 		$157K Sell
5,126
-612
-11% -$20.7K 0.03% 345
2022
Q2 		$181K Sell
5,738
-1,698
-23% -$58.4K 0.03% 311
2022
Q1 		$283K Buy
7,436
+597
+9% +$22.5K 0.04% 247
2021
Q4 		$276K Sell
6,839
-914
-12% -$37K 0.04% 261
2021
Q3 		$302K Buy
7,753
+782
+11% +$30.9K 0.05% 242
2021
Q2 		$281K Buy
6,971
+2,642
+61% +$105K 0.05% 246
2021
Q1 		$167K Buy
4,329
+3,335
+336% +$126K 0.03% 308
2020
Q4 		$34K Sell
994
-2,081
-68% -$64K 0.01% 593
2020
Q3 		$82K Buy
+3,075
New +$81.3K 0.02% 379

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

Creative Financial Designs's ESML Position: Q2 2025 in Review

Creative Financial Designs sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 184 shares — an estimated $7.07K sold.

Creative Financial Designs first reported a position in ESML in Q3 2020 and held it in 19 quarters. The position peaked at $302K in Q3 2021. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Creative Financial Designs reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 184 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $7.07K.
  • Creative Financial Designs first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and held it in 19 quarters.
  • Creative Financial Designs's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $302K in Q3 2021.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.