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

Financial 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
Q3 		$2.85M Sell
63,112
-925
-1% -$40.2K 0.5% 16
2025
Q2 		$2.65M Sell
64,037
-1,998
-3% -$77.3K 0.49% 16
2025
Q1 		$2.54M Buy
66,035
+773
+1% +$32.1K 0.5% 15
2024
Q4 		$2.74M Sell
65,262
-1,734
-3% -$74.9K 0.53% 14
2024
Q3 		$2.8M Buy
66,996
+31
+0% +$1.25K 0.53% 13
2024
Q2 		$2.58M Sell
66,965
-2,315
-3% -$89.4K 0.53% 14
2024
Q1 		$2.79M Sell
69,280
-1,107
-2% -$42.1K 0.58% 13
2023
Q4 		$2.68M Buy
70,387
+1,207
+2% +$41.2K 0.6% 13
2023
Q3 		$2.33M Buy
69,180
+268
+0.4% +$9.54K 0.58% 16
2023
Q2 		$2.45M Buy
68,912
+2,162
+3% +$73.2K 0.58% 14
2023
Q1 		$2.27M Buy
66,750
+36
+0.1% +$1.26K 0.57% 17
2022
Q4 		$2.19M Buy
66,714
+980
+1% +$32.5K 0.6% 16
2022
Q3 		$2.04M Buy
65,734
+37,349
+132% +$1.26M 0.71% 17
2022
Q2 		$894K Sell
28,385
-10,552
-27% -$363K 0.32% 21
2022
Q1 		$1.48M Buy
38,937
+1,935
+5% +$72.9K 0.46% 17
2021
Q4 		$1.49M Buy
37,002
+3,347
+10% +$136K 0.45% 16
2021
Q3 		$1.31M Buy
33,655
+6,766
+25% +$268K 0.44% 18
2021
Q2 		$1.08M Buy
26,889
+15,652
+139% +$622K 0.38% 21
2021
Q1 		$433K Buy
+11,237
New +$423K 0.17% 45

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

Financial Advisors's ESML Position: Q3 2025 in Review

Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.4% in Q3 2025, selling an estimated $40.2K and leaving 63,112 shares worth $2.85M. The position accounts for 0.5% of the portfolio, ranked #16.

Financial Advisors first reported a position in ESML in Q1 2021 and has held it in 19 quarters since. 392 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

  • Financial Advisors held 63,112 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.85M as of Q3 2025.
  • Financial Advisors sold 925 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $40.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.5% of Financial Advisors's portfolio in Q3 2025, its #16 holding.
  • Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.