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

Litman Gregory 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
Q4 		$6.19M Sell
134,653
-7,382
-5% -$337K 0.45% 43
2025
Q3 		$6.4M Sell
142,035
-16,855
-11% -$732K 0.48% 41
2025
Q2 		$6.57M Sell
158,890
-5,405
-3% -$209K 0.52% 41
2025
Q1 		$6.31M Sell
164,295
-21,760
-12% -$904K 0.54% 42
2024
Q4 		$7.82M Buy
186,055
+27,519
+17% +$1.19M 0.68% 34
2024
Q3 		$6.63M Buy
158,536
+3,736
+2% +$150K 0.55% 39
2024
Q2 		$5.96M Buy
154,800
+5,331
+4% +$206K 0.53% 40
2024
Q1 		$6.02M Sell
149,469
-5,301
-3% -$202K 0.55% 40
2023
Q4 		$5.88M Sell
154,770
-1,545
-1% -$52.7K 0.56% 39
2023
Q3 		$5.26M Buy
156,315
+4,483
+3% +$160K 0.54% 40
2023
Q2 		$5.39M Buy
+151,832
New +$5.14M 0.67% 25
2023
Q1 		– Sell
-150,478
Closed -$4.95M – 55
2022
Q4 		$4.95M Buy
150,478
+22,476
+18% +$746K 0.69% 26
2022
Q3 		$3.93M Buy
128,002
+16,539
+15% +$558K 0.63% 24
2022
Q2 		$3.51M Buy
111,463
+14,833
+15% +$510K 0.52% 30
2022
Q1 		$3.68M Buy
96,630
+13,970
+17% +$527K 0.54% 29
2021
Q4 		$3.33M Buy
82,660
+2,933
+4% +$119K 0.57% 29
2021
Q3 		$3.11M Buy
79,727
+76,849
+2,670% +$3.04M 0.59% 25
2021
Q2 		$2.88M Sell
2,878
-28,574
-91% -$1.14M 0.54% 25
2021
Q1 		$1.21M Buy
31,452
+680
+2% +$25.6K 0.24% 40
2020
Q4 		$1.05M Buy
30,772
+2,974
+11% +$91.4K 0.19% 42
2020
Q3 		$737K Buy
27,798
+4,086
+17% +$108K 0.15% 43
2020
Q2 		$594K Buy
23,712
+4,768
+25% +$110K 0.13% 44
2020
Q1 		$378K Buy
18,944
+12,634
+200% +$329K 0.1% 47
2019
Q4 		$182K Buy
6,310
+1,460
+30% +$40.4K 0.04% 52
2019
Q3 		$129K Buy
4,850
+1,075
+28% +$28.7K 0.03% 54
2019
Q2 		$102K Buy
3,775
+2,718
+257% +$72.4K 0.03% 62
2019
Q1 		$28K Hold
1,057
– – 0.01% 82
2018
Q4 		$24K Buy
+1,057
New +$26.6K 0.01% 91

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

Litman Gregory Wealth Management's ESML Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.2% in Q4 2025, selling an estimated $337K and leaving 134,653 shares worth $6.19M. The position accounts for 0.45% of the portfolio, ranked #43.

Litman Gregory Wealth Management first reported a position in ESML in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.82M in Q4 2024. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • Litman Gregory Wealth Management held 134,653 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.19M as of Q4 2025.
  • Litman Gregory Wealth Management sold 7,382 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $337K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.45% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #43 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Litman Gregory Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $7.82M 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 Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.