HWA
ESML icon

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

Hilltop 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
Q2 		– Sell
-24,657
Closed -$947K – 53
2025
Q1 		$947K Sell
24,657
-449
-2% -$18.7K 0.53% 25
2024
Q4 		$1.06M Sell
25,106
-2,559
-9% -$111K 0.53% 25
2024
Q3 		$1.16M Sell
27,665
-185
-0.7% -$7.44K 0.54% 26
2024
Q2 		$1.07M Sell
27,850
-932
-3% -$36K 0.54% 25
2024
Q1 		$1.16M Buy
+28,782
New +$1.09M 0.59% 25
2023
Q2 		– Sell
-24,617
Closed -$837K – 37
2023
Q1 		$837K Sell
24,617
-460
-2% -$16.1K 0.67% 20
2022
Q4 		$825K Buy
25,077
+1,753
+8% +$58.2K 0.7% 19
2022
Q3 		$715K Sell
23,324
-3,484
-13% -$118K 0.73% 20
2022
Q2 		$844K Buy
26,808
+960
+4% +$33K 0.82% 16
2022
Q1 		$983K Buy
25,848
+6,965
+37% +$263K 0.84% 15
2021
Q4 		$761K Buy
18,883
+2,406
+15% +$97.4K 0.53% 18
2021
Q3 		$643K Buy
16,477
+3,247
+25% +$128K 0.45% 19
2021
Q2 		$534K Buy
13,230
+3,898
+42% +$155K 0.38% 19
2021
Q1 		$360K Buy
+9,332
New +$352K 0.28% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Hilltop Wealth Advisors's ESML Position: Q2 2025 in Review

Hilltop Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 24,657 shares — an estimated $947K sold.

Hilltop Wealth Advisors first reported a position in ESML in Q1 2021 and held it in 14 quarters. The position peaked at $1.16M in Q1 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Hilltop Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 24,657 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $947K.
  • Hilltop Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 14 quarters.
  • Hilltop Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.16M in Q1 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.