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

GGM 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 Q1	$278K	Hold	7,440	–	–	0.15%	107
2024 Q4	$313K	Buy	7,440 +126	+2%	+$5.45K	0.16%	104
2024 Q3	$306K	Buy	7,314 +1,027	+16%	+$41.3K	0.13%	112
2024 Q2	$242K	Buy	+6,287	New	+$243K	0.11%	122
2022 Q2	–	Sell	-9,250	Closed	-$348K	–	137
2022 Q1	$348K	Hold	9,250	–	–	0.17%	100
2021 Q4	$368K	Hold	9,250	–	–	0.29%	65
2021 Q3	$381K	Hold	9,250	–	–	0.3%	64
2021 Q2	$354K	Hold	9,250	–	–	0.3%	61
2021 Q1	$369K	Buy	+9,250	New	+$349K	0.29%	60

Other funds holding ESML

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

GGM Wealth Advisors's ESML Position: Q1 2025 in Review

GGM Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2025 at 7,440 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #107.

GGM Wealth Advisors first reported a position in ESML in Q1 2021 and has held it in 9 quarters since. The position peaked at $381K in Q3 2021. 383 funds tracked by Wall St. Rank hold ESML as of Q1 2025.

GGM Wealth Advisors held 7,440 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $278K as of Q1 2025.
GGM Wealth Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2025.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.15% of GGM Wealth Advisors's portfolio in Q1 2025, its #107 holding.
GGM Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 9 quarters since.
GGM Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $381K in Q3 2021.
383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.