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Principal Securities’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Principal Securities’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 		– Sell
-1,663
Closed -$75K – 1998
2025
Q3 		$75K Buy
1,663
+226
+16% +$9.82K ﹤0.01% 1747
2025
Q2 		$59.4K Sell
1,437
-4
-0.3% -$155 ﹤0.01% 1789
2025
Q1 		$60.6K Hold
1,441
– – ﹤0.01% 1673
2024
Q4 		$60.6K Sell
1,441
-32
-2% -$1.38K ﹤0.01% 1670
2024
Q3 		$61.6K Hold
1,473
– – ﹤0.01% 1601
2024
Q2 		$56.7K Hold
1,473
– – ﹤0.01% 1568
2024
Q1 		$59.3K Hold
1,473
– – ﹤0.01% 1495
2023
Q4 		$56K Buy
+1,473
New +$50.3K ﹤0.01% 1432

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 $761B AUM 31.28% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return