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

SVB Wealth’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	-27,677	Closed	-$1.06M	–	877
2025 Q1	$1.06M	Hold	27,677	–	–	0.04%	152
2024 Q4	$1.16M	Buy	+27,677	New	+$1.2M	0.02%	291
2024 Q3	–	Sell	-7,477	Closed	-$288K	–	200
2024 Q2	$288K	Hold	7,477	–	–	0.01%	574
2024 Q1	$301K	Sell	7,477 -6,767	-48%	-$257K	0.01%	636
2023 Q4	$541K	Sell	14,244 -1,270	-8%	-$43.3K	0.01%	459
2023 Q3	$522K	Buy	15,514 +816	+6%	+$29K	0.01%	445
2023 Q2	$522K	Sell	14,698 -44	-0.3%	-$1.49K	0.01%	476
2023 Q1	$501K	Buy	14,742 +8,102	+122%	+$283K	0.01%	534
2022 Q4	$218K	Buy	+6,640	New	+$221K	﹤0.01%	883

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SVB Wealth's ESML Position: Q2 2025 in Review

SVB Wealth sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 27,677 shares — an estimated $1.06M sold.

SVB Wealth first reported a position in ESML in Q4 2022 and held it in 9 quarters. The position peaked at $1.16M in Q4 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

SVB Wealth reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 27,677 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $1.06M.
SVB Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 9 quarters.
SVB Wealth's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.16M 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 SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.