DL
ESML icon

DOHJ LLC’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-69,762
Closed -$2.55M – 41
2025
Q2 		$2.55M Buy
69,762
+11,617
+20% +$450K 0.74% 38
2025
Q1 		$2.23M Buy
58,145
+5,308
+10% +$221K 0.51% 50
2024
Q4 		$2.22M Sell
52,837
-1,518
-3% -$65.6K 0.51% 50
2024
Q3 		$2.25M Sell
54,355
-30,700
-36% -$1.23M 0.52% 49
2024
Q2 		$3.27M Buy
85,055
+5,371
+7% +$207K 0.82% 35
2024
Q1 		$3.21M Buy
79,684
+9,942
+14% +$378K 0.85% 30
2023
Q4 		$2.65M Buy
+69,742
New +$2.38M 0.78% 35
2023
Q1 		– Sell
-7,035
Closed -$231K – 89
2022
Q4 		$231K Sell
7,035
-4,141
-37% -$138K 0.13% 84
2022
Q3 		$343K Sell
11,176
-3,779
-25% -$128K 0.23% 63
2022
Q2 		$471K Buy
14,955
+667
+5% +$23K 0.27% 62
2022
Q1 		$544K Sell
14,288
-2,056
-13% -$77.5K 0.26% 64
2021
Q4 		$659K Buy
16,344
+3,223
+25% +$130K 0.29% 63
2021
Q3 		$535K Buy
13,121
+5,882
+81% +$233K 0.25% 69
2021
Q2 		$292K Buy
+7,239
New +$288K 0.15% 82

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DOHJ LLC's ESML Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025, closing a stake of 69,762 shares — an estimated $2.55M sold.

DOHJ LLC first reported a position in ESML in Q2 2021 and held it in 14 quarters. The position peaked at $3.27M in Q2 2024. 392 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

  • DOHJ LLC reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 69,762 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $2.55M.
  • DOHJ LLC first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 14 quarters.
  • DOHJ LLC's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.27M in Q2 2024.
  • 392 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.