Wilmington Savings Fund Society’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wilmington Savings Fund Society’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	-364	Closed	-$15K	–	1578
2025 Q2	$15K	Hold	364	–	–	﹤0.01%	1542
2025 Q1	$14K	Buy	364 +15	+4%	+$623	﹤0.01%	1558
2024 Q4	$14.7K	Buy	349 +13	+4%	+$562	﹤0.01%	1568
2024 Q3	$14.1K	Buy	+336	New	+$13.5K	﹤0.01%	1557

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wilmington Savings Fund Society's ESML Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025, closing a stake of 364 shares — an estimated $15K sold.

Wilmington Savings Fund Society first reported a position in ESML in Q3 2024 and held it in 4 quarters. The position peaked at $15K in Q2 2025. 393 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

Wilmington Savings Fund Society reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 364 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2025, an estimated $15K.
Wilmington Savings Fund Society first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $15K in Q2 2025.
393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.