FCI
ESML icon

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

Financial Counselors Inc’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
-12,715
Closed -$488K – 187
2025
Q1 		$488K Buy
12,715
+1,027
+9% +$42.7K 0.01% 413
2024
Q4 		$491K Buy
+11,688
New +$505K 0.01% 411

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

Financial Counselors Inc's ESML Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 12,715 shares — an estimated $488K sold.

Financial Counselors Inc first reported a position in ESML in Q4 2024 and held it in 2 quarters. The position peaked at $491K in Q4 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 12,715 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $488K.
  • Financial Counselors Inc first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Financial Counselors Inc's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $491K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.