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

Savvy Advisors Inc’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
2024
Q4 		– Sell
-9,312
Closed -$389K – 457
2024
Q3 		$389K Sell
9,312
-25
-0.3% -$1K 0.08% 214
2024
Q2 		$359K Sell
9,337
-50
-0.5% -$1.93K 0.12% 186
2024
Q1 		$378K Hold
9,387
– – 0.22% 128
2023
Q4 		$357K Buy
+9,387
New +$320K 0.35% 87

Other funds holding ESML

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Savvy Advisors Inc's ESML Position: Q4 2024 in Review

Savvy Advisors Inc sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 9,312 shares — an estimated $389K sold.

Savvy Advisors Inc first reported a position in ESML in Q4 2023 and held it in 4 quarters. The position peaked at $389K in Q3 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Savvy Advisors Inc reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 9,312 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $389K.
  • Savvy Advisors Inc first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Savvy Advisors Inc's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $389K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.