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

Prime Capital Investment 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 		– Sell
-13,432
Closed -$516K – 1010
2025
Q1 		$516K Buy
+13,432
New +$558K 0.01% 660

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Prime Capital Investment Advisors's ESML Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 13,432 shares — an estimated $516K sold.

Prime Capital Investment Advisors first reported a position in ESML in Q1 2025 and held it in 1 quarter. The position peaked at $516K in Q1 2025. 390 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 13,432 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $516K.
  • Prime Capital Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $516K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.