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Sterling Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Sterling Capital 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
2024
Q4 		– Sell
-11
Closed -$460 – 3249
2024
Q3 		$460 Buy
+11
New +$442 ﹤0.01% 2912

Other funds holding ESML

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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

Sterling Capital Management's ESML Position: Q4 2024 in Review

Sterling Capital Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 11 shares — an estimated $460 sold.

Sterling Capital Management first reported a position in ESML in Q3 2024 and held it in 1 quarter. The position peaked at $460 in Q3 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Sterling Capital Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Sterling Capital Management sold 11 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $460.
  • Sterling Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Sterling Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $460 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 Sterling Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.