PP
ESML icon

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

PrairieView 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
Q2 		$383K Sell
9,271
-1
-0% -$39 0.04% 99
2025
Q1 		$356K Buy
9,272
+39
+0.4% +$1.62K 0.04% 99
2024
Q4 		$388K Sell
9,233
-723
-7% -$31.2K 0.04% 97
2024
Q3 		$416K Buy
9,956
+2,397
+32% +$96.4K 0.04% 93
2024
Q2 		$291K Sell
7,559
-47
-0.6% -$1.81K 0.03% 116
2024
Q1 		$307K Sell
7,606
-42
-0.5% -$1.6K 0.04% 101
2023
Q4 		$291K Sell
7,648
-332
-4% -$11.3K 0.04% 96
2023
Q3 		$268K Sell
7,980
-23
-0.3% -$819 0.04% 90
2023
Q2 		$284K Buy
8,003
+523
+7% +$17.7K 0.04% 97
2023
Q1 		$254K Sell
7,480
-78
-1% -$2.72K 0.03% 100
2022
Q4 		$248K Buy
7,558
+3,269
+76% +$109K 0.04% 99
2022
Q3 		$132K Buy
4,289
+691
+19% +$23.3K 0.02% 117
2022
Q2 		$113K Sell
3,598
-683
-16% -$23.5K 0.02% 133
2022
Q1 		$163K Buy
4,281
+107
+3% +$4.03K 0.02% 117
2021
Q4 		$168K Buy
4,174
+1,067
+34% +$43.2K 0.02% 109
2021
Q3 		$121K Hold
3,107
– – 0.02% 123
2021
Q2 		$125K Buy
3,107
+762
+32% +$30.3K 0.02% 116
2021
Q1 		$90K Hold
2,345
– – 0.01% 131
2020
Q4 		$80K Buy
2,345
+161
+7% +$4.95K 0.01% 127
2020
Q3 		$58K Buy
+2,184
New +$57.7K 0.01% 132

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

PrairieView Partners's ESML Position: Q2 2025 in Review

PrairieView Partners reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.01% in Q2 2025, selling an estimated $39 and leaving 9,271 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #99.

PrairieView Partners first reported a position in ESML in Q3 2020 and has held it in 20 quarters since. The position peaked at $416K in Q3 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • PrairieView Partners held 9,271 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $383K as of Q2 2025.
  • PrairieView Partners sold 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q2 2025, an estimated $39.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of PrairieView Partners's portfolio in Q2 2025, its #99 holding.
  • PrairieView Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • PrairieView Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $416K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.