VHAM
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Van Hulzen Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-1,100
Closed -$46.3K – 534
2024
Q4 		$46.3K Buy
+1,100
New +$47.5K ﹤0.01% 523
2023
Q1 		– Sell
-7,251
Closed -$238K – 307
2022
Q4 		$238K Hold
7,251
– – 0.03% 250
2022
Q3 		$222K Sell
7,251
-453
-6% -$15.3K 0.03% 244
2022
Q2 		$243K Buy
7,704
+32
+0.4% +$1.1K 0.03% 250
2022
Q1 		$292K Sell
7,672
-3,466
-31% -$131K 0.03% 240
2021
Q4 		$449K Buy
11,138
+120
+1% +$4.86K 0.05% 188
2021
Q3 		$430K Buy
11,018
+248
+2% +$9.81K 0.06% 170
2021
Q2 		$435K Buy
+10,770
New +$428K 0.07% 167

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return