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

ERTS Wealth Advisors’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
-9,828
Closed -$377K – 46
2025
Q1 		$377K Buy
9,828
+65
+0.7% +$2.7K 0.07% 56
2024
Q4 		$411K Sell
9,763
-75
-0.8% -$3.24K 0.08% 54
2024
Q3 		$411K Sell
9,838
-173
-2% -$6.95K 0.08% 56
2024
Q2 		$385K Buy
10,011
+50
+0.5% +$1.93K 0.08% 60
2024
Q1 		$401K Buy
9,961
+11
+0.1% +$418 0.08% 58
2023
Q4 		$378K Buy
9,950
+270
+3% +$9.22K 0.08% 55
2023
Q3 		$326K Buy
9,680
+4
+0% +$142 0.08% 61
2023
Q2 		$344K Buy
9,676
+387
+4% +$13.1K 0.08% 61
2023
Q1 		$316K Sell
9,289
-509
-5% -$17.8K 0.08% 71
2022
Q4 		$322K Buy
9,798
+388
+4% +$12.9K 0.08% 74
2022
Q3 		$289K Buy
9,410
+254
+3% +$8.57K 0.08% 68
2022
Q2 		$288K Buy
9,156
+1,072
+13% +$36.9K 0.08% 70
2022
Q1 		$308K Buy
8,084
+680
+9% +$25.6K 0.09% 67
2021
Q4 		$299K Buy
7,404
+118
+2% +$4.78K 0.07% 69
2021
Q3 		$284K Sell
7,286
-2,507
-26% -$99.2K 0.07% 65
2021
Q2 		$395K Sell
9,793
-291
-3% -$11.6K 0.11% 58
2021
Q1 		$389K Buy
10,084
+851
+9% +$32.1K 0.12% 56
2020
Q4 		$315K Buy
9,233
+1,707
+23% +$52.5K 0.1% 59
2020
Q3 		$200K Buy
+7,526
New +$199K 0.08% 73

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

ERTS Wealth Advisors's ESML Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 9,828 shares — an estimated $377K sold.

ERTS Wealth Advisors first reported a position in ESML in Q3 2020 and held it in 19 quarters. The position peaked at $411K in Q3 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 9,828 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $377K.
  • ERTS Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and held it in 19 quarters.
  • ERTS Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $411K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.