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1ST Source Bank’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

1ST Source Bank’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
2026
Q2 		$623K Buy
11,140
+322
+3% +$16.7K 0.03% 193
2026
Q1 		$509K Hold
10,818
– – 0.03% 207
2025
Q4 		$497K Hold
10,818
– – 0.03% 190
2025
Q3 		$488K Hold
10,818
– – 0.03% 193
2025
Q2 		$447K Sell
10,818
-54
-0.5% -$2.09K 0.02% 201
2025
Q1 		$418K Sell
10,872
-47
-0.4% -$1.95K 0.02% 204
2024
Q4 		$459K Buy
10,919
+1,619
+17% +$70K 0.03% 190
2024
Q3 		$389K Sell
9,300
-83
-0.9% -$3.34K 0.02% 206
2024
Q2 		$361K Buy
9,383
+288
+3% +$11.1K 0.02% 208
2024
Q1 		$366K Buy
9,095
+668
+8% +$25.4K 0.02% 205
2023
Q4 		$320K Sell
8,427
-36
-0.4% -$1.23K 0.02% 208
2023
Q3 		$285K Sell
8,463
-65
-0.8% -$2.31K 0.02% 211
2023
Q2 		$303K Buy
8,528
+1,422
+20% +$48.1K 0.02% 210
2023
Q1 		$242K Buy
7,106
+395
+6% +$13.8K 0.02% 228
2022
Q4 		$221K Sell
6,711
-14
-0.2% -$465 0.01% 232
2022
Q3 		$206K Hold
6,725
– – 0.02% 232
2022
Q2 		$211K Buy
6,725
+683
+11% +$23.5K 0.01% 238
2022
Q1 		$230K Buy
6,042
+788
+15% +$29.7K 0.01% 248
2021
Q4 		$212K Hold
5,254
– – 0.01% 258
2021
Q3 		$205K Buy
5,254
+91
+2% +$3.6K 0.01% 256
2021
Q2 		$208K Buy
+5,163
New +$205K 0.01% 262

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

1ST Source Bank's ESML Position: Q2 2026 in Review

1ST Source Bank increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3% in Q2 2026, buying an estimated $16.7K and bringing the position to 11,140 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #193.

1ST Source Bank first reported a position in ESML in Q2 2021 and has held it in 21 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • 1ST Source Bank held 11,140 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $623K as of Q2 2026.
  • 1ST Source Bank bought 322 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of 1ST Source Bank's portfolio in Q2 2026, its #193 holding.
  • 1ST Source Bank first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.