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Sierra Ocean’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-1,017
Closed -$42K – 346
2025
Q2 		$42K Hold
1,017
– – 0.03% 212
2025
Q1 		$39.1K Hold
1,017
– – 0.03% 205
2024
Q4 		$42.8K Buy
+1,017
New +$44K 0.03% 190

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sierra Ocean's ESML Position: Q3 2025 in Review

Sierra Ocean sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025, closing a stake of 1,017 shares — an estimated $42K sold.

Sierra Ocean first reported a position in ESML in Q4 2024 and held it in 3 quarters. The position peaked at $42.8K in Q4 2024. 393 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

  • Sierra Ocean reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,017 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $42K.
  • Sierra Ocean first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $42.8K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.