Shira Ridge Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Shira Ridge Wealth Management’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	-10,367	Closed	-$467K	–	85
2025 Q3	$467K	Buy	+10,367	New	+$450K	0.2%	52
2025 Q1	–	Sell	-5,672	Closed	-$239K	–	76
2024 Q4	$239K	Sell	5,672 -60	-1%	-$2.59K	0.12%	67
2024 Q3	$240K	Sell	5,732 -77	-1%	-$3.1K	0.12%	70
2024 Q2	$224K	Sell	5,809 -357	-6%	-$13.8K	0.12%	72
2024 Q1	$248K	Buy	6,166 +418	+7%	+$15.9K	0.14%	68
2023 Q4	$218K	Buy	+5,748	New	+$196K	0.13%	70

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Shira Ridge Wealth Management's ESML Position: Q4 2025 in Review

Shira Ridge Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 10,367 shares — an estimated $467K sold.

Shira Ridge Wealth Management first reported a position in ESML in Q4 2023 and held it in 6 quarters. The position peaked at $467K in Q3 2025. 422 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

Shira Ridge Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 10,367 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $467K.
Shira Ridge Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and held it in 6 quarters.
Shira Ridge Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $467K 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 Shira Ridge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.