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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Van Hulzen Asset Management's ESML Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2025, closing a stake of 1,100 shares — an estimated $46.3K sold.

Van Hulzen Asset Management first reported a position in ESML in Q2 2021 and held it in 8 quarters. The position peaked at $449K in Q4 2021. 383 funds tracked by Wall St. Rank hold ESML as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,100 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2025, an estimated $46.3K.
Van Hulzen Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 8 quarters.
Van Hulzen Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $449K in Q4 2021.
383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.