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Keystone Global Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Keystone Global Partners’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
-1
Closed -$38 – 170
2025
Q1 		$38 Buy
+1
New +$42 ﹤0.01% 183

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

Keystone Global Partners's ESML Position: Q2 2025 in Review

Keystone Global Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 1 share — an estimated $38 sold.

Keystone Global Partners first reported a position in ESML in Q1 2025 and held it in 1 quarter. The position peaked at $38 in Q1 2025. 390 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Keystone Global Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q2 2025, an estimated $38.
  • Keystone Global Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $38 in Q1 2025.
  • 390 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.