Kovitz Investment Group Partners
ESML icon

Kovitz Investment Group Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-9,095
Closed -$410K – 720
2025
Q3 		$410K Sell
9,095
-1,060
-10% -$46K ﹤0.01% 1102
2025
Q2 		$420K Sell
10,155
-618
-6% -$23.9K ﹤0.01% 1034
2025
Q1 		$414K Sell
10,773
-1,075
-9% -$44.7K ﹤0.01% 963
2024
Q4 		$498K Sell
11,848
-784
-6% -$33.9K ﹤0.01% 889
2024
Q3 		$212K Buy
12,632
+5,022
+66% +$202K ﹤0.01% 938
2024
Q2 		$293K Buy
+7,610
New +$294K ﹤0.01% 735

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
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