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Tarbox Family Office’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Tarbox Family Office’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
-6,695
Closed -$302K – 112
2025
Q3 		$302K Hold
6,695
– – 0.04% 101
2025
Q2 		$277K Hold
6,695
– – 0.04% 104
2025
Q1 		$257K Hold
6,695
– – 0.04% 104
2024
Q4 		$282K Buy
6,695
+18
+0.3% +$778 0.05% 95
2024
Q3 		$279K Buy
6,677
+14
+0.2% +$563 0.05% 98
2024
Q2 		$257K Sell
6,663
-147
-2% -$5.67K 0.05% 95
2024
Q1 		$274K Sell
6,810
-260
-4% -$9.89K 0.05% 90
2023
Q4 		$269K Buy
7,070
+31
+0.4% +$1.06K 0.05% 83
2023
Q3 		$237K Sell
7,039
-4,628
-40% -$165K 0.05% 90
2023
Q2 		$414K Buy
11,667
+14
+0.1% +$474 0.08% 72
2023
Q1 		$396K Buy
11,653
+58
+0.5% +$2.02K 0.08% 68
2022
Q4 		$381K Buy
11,595
+780
+7% +$25.9K 0.08% 68
2022
Q3 		$341K Sell
10,815
-144
-1% -$4.86K 0.08% 66
2022
Q2 		$345K Buy
10,959
+144
+1% +$4.96K 0.08% 79
2022
Q1 		$411K Sell
10,815
-267
-2% -$10.1K 0.08% 65
2021
Q4 		$447K Hold
11,082
– – 0.08% 85
2021
Q3 		$432K Buy
11,082
+789
+8% +$31.2K 0.08% 83
2021
Q2 		$416K Hold
10,293
– – 0.07% 93
2021
Q1 		$397K Buy
10,293
+1,753
+21% +$66.1K 0.08% 87
2020
Q4 		$291K Hold
8,540
– – 0.06% 100
2020
Q3 		$226K Hold
8,540
– – 0.06% 105
2020
Q2 		$214K Buy
8,540
+715
+9% +$16.5K 0.06% 107
2020
Q1 		$156K Buy
7,825
+3,560
+83% +$92.7K 0.05% 119
2019
Q4 		$123K Buy
4,265
+3,495
+454% +$96.6K 0.03% 128
2019
Q3 		$21K Hold
770
– – 0.01% 247
2019
Q2 		$21K Hold
770
– – 0.01% 244
2019
Q1 		$20K Hold
770
– – 0.01% 230
2018
Q4 		$17K Buy
+770
New +$19.4K 0.01% 238

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tarbox Family Office's ESML Position: Q4 2025 in Review

Tarbox Family Office sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2025, closing a stake of 6,695 shares — an estimated $302K sold.

Tarbox Family Office first reported a position in ESML in Q4 2018 and held it in 28 quarters. The position peaked at $447K in Q4 2021. 421 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • Tarbox Family Office reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Tarbox Family Office sold 6,695 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $302K.
  • Tarbox Family Office first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2018 and held it in 28 quarters.
  • Tarbox Family Office's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $447K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.