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Kimelman & Baird’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Kimelman & Baird’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
Q3 		– Sell
-747
Closed -$30.9K – 321
2025
Q2 		$30.9K Hold
747
– – ﹤0.01% 221
2025
Q1 		$28.7K Hold
747
– – ﹤0.01% 223
2024
Q4 		$31.4K Hold
747
– – ﹤0.01% 224
2024
Q3 		$31.2K Hold
747
– – ﹤0.01% 225
2024
Q2 		$28.8K Buy
+747
New +$28.8K ﹤0.01% 229

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kimelman & Baird's ESML Position: Q3 2025 in Review

Kimelman & Baird sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025, closing a stake of 747 shares — an estimated $30.9K sold.

Kimelman & Baird first reported a position in ESML in Q2 2024 and held it in 5 quarters. The position peaked at $31.4K in Q4 2024. 393 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

  • Kimelman & Baird reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Kimelman & Baird sold 747 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $30.9K.
  • Kimelman & Baird first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and held it in 5 quarters.
  • Kimelman & Baird's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $31.4K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.