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Willow Creek Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Willow Creek Wealth 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
Q3 		$4.93M Sell
109,292
-197
-0.2% -$8.56K 0.41% 39
2025
Q2 		$4.53M Buy
109,489
+3,503
+3% +$136K 0.41% 38
2025
Q1 		$4.07M Buy
105,986
+11,238
+12% +$467K 0.4% 38
2024
Q4 		$3.98M Buy
94,748
+478
+0.5% +$20.7K 0.41% 38
2024
Q3 		$3.94M Buy
94,270
+232
+0.2% +$9.33K 0.41% 39
2024
Q2 		$3.62M Buy
94,038
+1,331
+1% +$51.4K 0.41% 38
2024
Q1 		$3.73M Sell
92,707
-3,258
-3% -$124K 0.44% 36
2023
Q4 		$3.65M Buy
95,965
+45,333
+90% +$1.55M 0.46% 35
2023
Q3 		$1.7M Sell
50,632
-3,093
-6% -$110K 0.25% 43
2023
Q2 		$1.91M Buy
53,725
+620
+1% +$21K 0.27% 43
2023
Q1 		$1.81M Sell
53,105
-278
-0.5% -$9.71K 0.28% 39
2022
Q4 		$1.75M Buy
53,383
+20,154
+61% +$669K 0.29% 38
2022
Q3 		$1.02M Buy
33,229
+2,775
+9% +$93.6K 0.2% 54
2022
Q2 		$959K Buy
30,454
+9,039
+42% +$311K 0.18% 52
2022
Q1 		$815K Buy
21,415
+1,231
+6% +$46.4K 0.16% 50
2021
Q4 		$814K Buy
20,184
+5,702
+39% +$231K 0.17% 49
2021
Q3 		$565K Hold
14,482
– – 0.13% 53
2021
Q2 		$585K Sell
14,482
-366
-2% -$14.6K 0.14% 49
2021
Q1 		$572K Sell
14,848
-1,336
-8% -$50.3K 0.21% 37
2020
Q4 		$552K Sell
16,184
-1,700
-10% -$52.3K 0.21% 38
2020
Q3 		$474K Sell
17,884
-1,625
-8% -$43K 0.2% 38
2020
Q2 		$489K Buy
19,509
+2,182
+13% +$50.3K 0.22% 35
2020
Q1 		$346K Buy
17,327
+1,828
+12% +$47.6K 0.17% 39
2019
Q4 		$448K Buy
+15,499
New +$428K 0.2% 39

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Willow Creek Wealth Management's ESML Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.18% in Q3 2025, selling an estimated $8.56K and leaving 109,292 shares worth $4.93M. The position accounts for 0.41% of the portfolio, ranked #39.

Willow Creek Wealth Management first reported a position in ESML in Q4 2019 and has held it in 24 quarters since. 393 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

  • Willow Creek Wealth Management held 109,292 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.93M as of Q3 2025.
  • Willow Creek Wealth Management sold 197 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $8.56K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.41% of Willow Creek Wealth Management's portfolio in Q3 2025, its #39 holding.
  • Willow Creek Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.