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

West Coast Financial’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
2024
Q4 		– Sell
-8,281
Closed -$346K – 168
2024
Q3 		$346K Hold
8,281
– – 0.04% 134
2024
Q2 		$319K Hold
8,281
– – 0.04% 129
2024
Q1 		$333K Buy
8,281
+134
+2% +$5.1K 0.04% 127
2023
Q4 		$310K Sell
8,147
-373
-4% -$12.7K 0.04% 125
2023
Q3 		$287K Hold
8,520
– – 0.04% 120
2023
Q2 		$303K Hold
8,520
– – 0.04% 125
2023
Q1 		$290K Buy
+8,520
New +$298K 0.04% 115

Other funds holding ESML

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

West Coast Financial's ESML Position: Q4 2024 in Review

West Coast Financial sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 8,281 shares — an estimated $346K sold.

West Coast Financial first reported a position in ESML in Q1 2023 and held it in 7 quarters. The position peaked at $346K in Q3 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • West Coast Financial reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • West Coast Financial sold 8,281 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $346K.
  • West Coast Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and held it in 7 quarters.
  • West Coast Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $346K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on West Coast Financial's 13F filing for Q4 2024, filed 15 Jan 2025.