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GPS Wealth Strategies Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-1,234
Closed -$55.6K – 876
2025
Q3 		$55.6K Buy
1,234
+2
+0.2% +$87 0.01% 646
2025
Q2 		$50.9K Buy
1,232
+33
+3% +$1.28K 0.01% 629
2025
Q1 		$46K Buy
1,199
+69
+6% +$2.87K 0.01% 633
2024
Q4 		$47.5K Buy
1,130
+2
+0.2% +$86 0.01% 585
2024
Q3 		$47.2K Buy
1,128
+3
+0.3% +$121 0.01% 587
2024
Q2 		$43.3K Buy
1,125
+302
+37% +$11.7K 0.01% 571
2024
Q1 		$33.1K Hold
823
– – 0.01% 608
2023
Q4 		$31.3K Sell
823
-104
-11% -$3.55K 0.01% 601
2023
Q3 		$31.2K Hold
927
– – 0.01% 598
2023
Q2 		$32.9K Hold
927
– – 0.01% 594
2023
Q1 		$31.5K Buy
+927
New +$32.4K 0.01% 597

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPS Wealth Strategies Group's ESML Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 1,234 shares — an estimated $55.6K sold.

GPS Wealth Strategies Group first reported a position in ESML in Q1 2023 and held it in 11 quarters. The position peaked at $55.6K in Q3 2025. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,234 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $55.6K.
  • GPS Wealth Strategies Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and held it in 11 quarters.
  • GPS Wealth Strategies Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $55.6K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.