HWM
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Horizons Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Horizons Wealth Management’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
2026
Q1 		$94.7K Sell
2,014
-565
-22% -$27.4K 0.06% 82
2025
Q4 		$119K Hold
2,579
– – 0.08% 77
2025
Q3 		$116K Sell
2,579
-224
-8% -$9.73K 0.08% 81
2025
Q2 		$116K Hold
2,803
– – 0.08% 78
2025
Q1 		$108K Hold
2,803
– – 0.08% 79
2024
Q4 		$118K Hold
2,803
– – 0.09% 72
2024
Q3 		$117K Hold
2,803
– – 0.09% 77
2024
Q2 		$113K Sell
2,803
-2,324
-45% -$89.7K 0.09% 77
2024
Q1 		$195K Hold
5,127
– – 0.13% 62
2023
Q4 		$195K Buy
+5,127
New +$175K 0.13% 62

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $761B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return