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Wade Financial Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wade Financial Advisory’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 		$241K Buy
6,275
+118
+2% +$4.9K 0.08% 71
2024
Q4 		$259K Sell
6,157
-28
-0.5% -$1.21K 0.09% 68
2024
Q3 		$259K Buy
6,185
+4
+0.1% +$161 0.09% 69
2024
Q2 		$238K Buy
6,181
+3
+0% +$116 0.09% 74
2024
Q1 		$249K Sell
6,178
-4,983
-45% -$190K 0.09% 72
2023
Q4 		$424K Buy
11,161
+21
+0.2% +$717 0.16% 59
2023
Q3 		$375K Buy
11,140
+2,800
+34% +$99.7K 0.16% 59
2023
Q2 		$296K Sell
8,340
-1,180
-12% -$39.9K 0.12% 63
2023
Q1 		$324K Buy
9,520
+630
+7% +$22K 0.14% 62
2022
Q4 		$292K Sell
8,890
-540
-6% -$17.9K 0.13% 68
2022
Q3 		$289K Buy
9,430
+655
+7% +$22.1K 0.14% 67
2022
Q2 		$276K Buy
8,775
+1,825
+26% +$62.8K 0.13% 69
2022
Q1 		$264K Buy
+6,950
New +$262K 0.11% 70

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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

Wade Financial Advisory's ESML Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.9% in Q1 2025, buying an estimated $4.9K and bringing the position to 6,275 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #71.

Wade Financial Advisory first reported a position in ESML in Q1 2022 and has held it in 13 quarters since. The position peaked at $424K in Q4 2023. 383 funds tracked by Wall St. Rank hold ESML as of Q1 2025.

  • Wade Financial Advisory held 6,275 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $241K as of Q1 2025.
  • Wade Financial Advisory bought 118 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2025, an estimated $4.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #71 holding.
  • Wade Financial Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Wade Financial Advisory's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $424K in Q4 2023.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.