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Richards, Merrill & Peterson’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Richards, Merrill & Peterson’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
-181
Closed -$6.95K – 287
2025
Q1 		$6.95K Hold
181
– – ﹤0.01% 421
2024
Q4 		$7.59K Buy
+181
New +$7.82K ﹤0.01% 401

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

Richards, Merrill & Peterson's ESML Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 181 shares — an estimated $6.95K sold.

Richards, Merrill & Peterson first reported a position in ESML in Q4 2024 and held it in 2 quarters. The position peaked at $7.59K in Q4 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 181 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $6.95K.
  • Richards, Merrill & Peterson first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $7.59K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.