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

Kingsview 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
2025
Q2 		– Sell
-6,267
Closed -$241K – 1185
2025
Q1 		$241K Sell
6,267
-39
-0.6% -$1.62K ﹤0.01% 977
2024
Q4 		$265K Sell
6,306
-486
-7% -$21K 0.01% 957
2024
Q3 		$284K Buy
6,792
+28
+0.4% +$1.13K 0.01% 905
2024
Q2 		$260K Buy
6,764
+1,501
+29% +$57.9K 0.01% 888
2024
Q1 		$212K Buy
+5,263
New +$200K 0.01% 948
2022
Q4 		– Sell
-6,529
Closed -$200K – 860
2022
Q3 		$200K Buy
+6,529
New +$220K 0.01% 763
2022
Q2 		– Sell
-5,677
Closed -$216K – 839
2022
Q1 		$216K Buy
5,677
+266
+5% +$10K 0.01% 799
2021
Q4 		$218K Buy
+5,411
New +$219K 0.01% 837

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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