ORG Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

ORG 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	$1.7K	Sell	37 -438	-92%	-$20K	﹤0.01%	1465
2025 Q3	$21.4K	Hold	475	–	–	﹤0.01%	785
2025 Q2	$19.8K	Hold	475	–	–	﹤0.01%	764
2025 Q1	$18.3K	Hold	475	–	–	﹤0.01%	705
2024 Q4	$20K	Hold	475	–	–	﹤0.01%	745
2024 Q3	$19.9K	Hold	475	–	–	﹤0.01%	679
2024 Q2	$18.1K	Buy	+475	New	+$18.3K	﹤0.01%	1101
2023 Q4	–	Sell	-233	Closed	-$7.95K	–	1109
2023 Q3	$7.84K	Sell	233 -338	-59%	-$12K	﹤0.01%	874
2023 Q2	$20.4K	Buy	+571	New	+$19.3K	﹤0.01%	870

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ORG Partners's ESML Position: Q4 2025 in Review

ORG Partners reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 92% in Q4 2025, selling an estimated $20K and leaving 37 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

ORG Partners first reported a position in ESML in Q2 2023 and has held it in 9 quarters since. The position peaked at $21.4K in Q3 2025. 421 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

ORG Partners held 37 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.7K as of Q4 2025.
ORG Partners sold 438 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $20K.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1465 holding.
ORG Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 9 quarters since.
ORG Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $21.4K in Q3 2025.
421 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.