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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 $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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Securities's ESML Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 1,663 shares — an estimated $75K sold.

Principal Securities first reported a position in ESML in Q4 2023 and held it in 8 quarters. The position peaked at $75K in Q3 2025. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,663 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $75K.
  • Principal Securities first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $75K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.