Lowe Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Lowe Wealth Advisors’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 Q3	$1.17K	Buy	+26	New	+$1.13K	﹤0.01%	358

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lowe Wealth Advisors's ESML Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025: 26 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

393 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

Lowe Wealth Advisors held 26 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.17K as of Q3 2025.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #358 holding.
393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.