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

Parkside 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
Q2 		$4.85M Sell
117,432
-1,022
-0.9% -$39.6K 1.07% 20
2025
Q1 		$4.55M Buy
118,454
+1,487
+1% +$61.8K 1.1% 20
2024
Q4 		$4.92M Buy
116,967
+2,898
+3% +$125K 1.16% 20
2024
Q3 		$4.77M Sell
114,069
-535
-0.5% -$21.5K 1.13% 20
2024
Q2 		$4.41M Buy
114,604
+2,002
+2% +$77.3K 1.13% 20
2024
Q1 		$4.53M Buy
112,602
+3,429
+3% +$130K 1.17% 20
2023
Q4 		$4.15M Buy
109,173
+5,979
+6% +$204K 1.15% 19
2023
Q3 		$3.49M Sell
103,194
-1,871
-2% -$66.6K 1.08% 18
2023
Q2 		$3.73M Buy
105,065
+4,415
+4% +$149K 1.16% 18
2023
Q1 		$3.42M Buy
100,650
+22,665
+29% +$791K 1.13% 17
2022
Q4 		$2.56M Sell
77,985
-15,001
-16% -$498K 0.9% 21
2022
Q3 		$2.85M Buy
92,986
+6,604
+8% +$223K 1.09% 17
2022
Q2 		$2.72M Buy
86,382
+2,197
+3% +$75.6K 0.98% 19
2022
Q1 		$3.2M Buy
84,185
+3,498
+4% +$132K 1.01% 21
2021
Q4 		$3.25M Sell
80,687
-3,157
-4% -$128K 0.99% 22
2021
Q3 		$3.27M Buy
83,844
+8,469
+11% +$335K 1.02% 21
2021
Q2 		$3.04M Buy
75,375
+12,750
+20% +$507K 0.97% 20
2021
Q1 		$2.41M Buy
62,625
+5,519
+10% +$208K 0.83% 22
2020
Q4 		$1.95M Buy
57,106
+8,947
+19% +$275K 0.73% 21
2020
Q3 		$1.28M Buy
48,159
+17,486
+57% +$462K 0.56% 24
2020
Q2 		$769K Buy
30,673
+7,385
+32% +$170K 0.36% 27
2020
Q1 		$465K Buy
23,288
+12,312
+112% +$321K 0.25% 30
2019
Q4 		$317K Buy
+10,976
New +$303K 0.14% 46

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

Parkside Advisors's ESML Position: Q2 2025 in Review

Parkside Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.86% in Q2 2025, selling an estimated $39.6K and leaving 117,432 shares worth $4.85M. The position accounts for 1.07% of the portfolio, ranked #20.

Parkside Advisors first reported a position in ESML in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.92M in Q4 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Parkside Advisors held 117,432 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.85M as of Q2 2025.
  • Parkside Advisors sold 1,022 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $39.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.07% of Parkside Advisors's portfolio in Q2 2025, its #20 holding.
  • Parkside Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Parkside Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $4.92M in Q4 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.