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Westfuller Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Westfuller Advisors’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
Q3 		– Sell
-44,207
Closed -$1.83M – 761
2025
Q2 		$1.83M Hold
44,207
– – 1.04% 24
2025
Q1 		$1.7M Buy
+44,207
New +$1.84M 1.13% 23

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westfuller Advisors's ESML Position: Q3 2025 in Review

Westfuller Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025, closing a stake of 44,207 shares — an estimated $1.83M sold.

Westfuller Advisors first reported a position in ESML in Q1 2025 and held it in 2 quarters. The position peaked at $1.83M in Q2 2025. 392 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

  • Westfuller Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Westfuller Advisors sold 44,207 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $1.83M.
  • Westfuller Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Westfuller Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.83M in Q2 2025.
  • 392 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Westfuller Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.