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Legacy Investment Solutions’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Legacy Investment Solutions’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 		$744 Buy
+18
New +$697 ﹤0.01% 619
2024
Q4 		$779 Hold
18
– – ﹤0.01% 618
2024
Q3 		$799 Buy
+18
New +$724 ﹤0.01% 564

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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Legacy Investment Solutions's ESML Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025: 18 shares worth $744. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ESML as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ESML in Q3 2024 and has held it in 3 quarters since. The position peaked at $799 in Q3 2024. 390 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Legacy Investment Solutions held 18 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $744 as of Q2 2025.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #619 holding.
  • Legacy Investment Solutions first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $799 in Q3 2024.
  • 390 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.