Kovitz Investment Group Partners
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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 $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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kovitz Investment Group Partners's ESML Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 9,095 shares — an estimated $410K sold.

Kovitz Investment Group Partners first reported a position in ESML in Q2 2024 and held it in 6 quarters. The position peaked at $498K in Q4 2024. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,095 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $410K.
  • Kovitz Investment Group Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $498K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.