PA
ESML icon

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

PSI 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
Q1 		– Sell
-143
Closed -$6K – 801
2024
Q4 		$6K Hold
143
– – ﹤0.01% 602
2024
Q3 		$5.94K Buy
143
+1
+0.7% +$40 ﹤0.01% 633
2024
Q2 		$5.45K Buy
142
+1
+0.7% +$39 ﹤0.01% 627
2024
Q1 		$5.69K Hold
141
– – ﹤0.01% 571
2023
Q4 		$5.35K Buy
141
+51
+57% +$1.74K ﹤0.01% 616
2023
Q3 		$3.03K Buy
+90
New +$3.2K ﹤0.01% 653

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 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

PSI Advisors's ESML Position: Q1 2025 in Review

PSI Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2025, closing a stake of 143 shares — an estimated $6K sold.

PSI Advisors first reported a position in ESML in Q3 2023 and held it in 6 quarters. The position peaked at $6K in Q4 2024. 383 funds tracked by Wall St. Rank hold ESML as of Q1 2025.

  • PSI Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 143 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2025, an estimated $6K.
  • PSI Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and held it in 6 quarters.
  • PSI Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $6K in Q4 2024.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.