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Koesten Hirschmann & Crabtree’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Koesten Hirschmann & Crabtree’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
-2,955
Closed -$114K – 348
2025
Q1 		$114K Buy
2,955
+875
+42% +$36.4K 0.07% 51
2024
Q4 		$87.5K Hold
2,080
– – 0.05% 61
2024
Q3 		$87K Hold
2,080
– – 0.05% 61
2024
Q2 		$83.8K Hold
2,080
– – 0.05% 65
2024
Q1 		$83.8K Hold
2,080
– – 0.05% 65
2023
Q4 		$79.1K Hold
2,080
– – 0.05% 54
2023
Q3 		$70K Hold
2,080
– – 0.05% 46
2023
Q2 		$73.9K Hold
2,080
– – 0.06% 48
2023
Q1 		$70.7K Hold
2,080
– – 0.05% 52
2022
Q4 		$68.4K Buy
+2,080
New +$69.1K 0.06% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ESML Position: Q2 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 2,955 shares — an estimated $114K sold.

Koesten Hirschmann & Crabtree first reported a position in ESML in Q4 2022 and held it in 10 quarters. The position peaked at $114K in Q1 2025. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 2,955 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $114K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 10 quarters.
  • Koesten Hirschmann & Crabtree's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $114K in Q1 2025.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2025, filed 15 Aug 2025.