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Martin Worley Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Martin Worley Group’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 		$1.24M Sell
30,065
-6,316
-17% -$244K 0.61% 39
2025
Q1 		$1.4M Buy
36,381
+7,893
+28% +$328K 0.8% 35
2024
Q4 		$1.2M Buy
+28,488
New +$1.23M 0.75% 38

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Martin Worley Group's ESML Position: Q2 2025 in Review

Martin Worley Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 17% in Q2 2025, selling an estimated $244K and leaving 30,065 shares worth $1.24M. The position accounts for 0.61% of the portfolio, ranked #39.

Martin Worley Group first reported a position in ESML in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2025. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Martin Worley Group held 30,065 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.24M as of Q2 2025.
  • Martin Worley Group sold 6,316 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $244K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.61% of Martin Worley Group's portfolio in Q2 2025, its #39 holding.
  • Martin Worley Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.4M in Q1 2025.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.