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

First Horizon 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
2024
Q4 		– Sell
-6,376
Closed -$267K – 2296
2024
Q3 		$267K Buy
6,376
+21
+0.3% +$844 0.01% 469
2024
Q2 		$245K Buy
6,355
+15
+0.2% +$579 0.01% 464
2024
Q1 		$255K Buy
6,340
+17
+0.3% +$647 0.01% 456
2023
Q4 		$240K Sell
6,323
-2,734
-30% -$93.3K 0.01% 439
2023
Q3 		$305K Sell
9,057
-3,043
-25% -$108K 0.01% 389
2023
Q2 		$430K Buy
12,100
+242
+2% +$8.19K 0.01% 357
2023
Q1 		$403K Sell
11,858
-1,487
-11% -$51.9K 0.01% 356
2022
Q4 		$439K Sell
13,345
-2,698
-17% -$89.6K 0.02% 342
2022
Q3 		$491K Sell
16,043
-365
-2% -$12.3K 0.02% 311
2022
Q2 		$516K Buy
+16,408
New +$565K 0.02% 327
2022
Q1 		– Sell
-15,342
Closed -$618K – 1877
2021
Q4 		$618K Buy
15,342
+2,103
+16% +$85.1K 0.02% 327
2021
Q3 		$516K Buy
13,239
+10,531
+389% +$417K 0.02% 334
2021
Q2 		$109K Buy
2,708
+1,593
+143% +$63.3K 0.01% 527
2021
Q1 		$42K Buy
+1,115
New +$42K ﹤0.01% 806

Other funds holding ESML

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

First Horizon Advisors's ESML Position: Q4 2024 in Review

First Horizon Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 6,376 shares — an estimated $267K sold.

First Horizon Advisors first reported a position in ESML in Q1 2021 and held it in 14 quarters. The position peaked at $618K in Q4 2021. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • First Horizon Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 6,376 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $267K.
  • First Horizon Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 14 quarters.
  • First Horizon Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $618K in Q4 2021.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.