4Thought Financial Group
ESML icon

4Thought Financial Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

4Thought Financial Group’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
Q3 		$73.6K Sell
1,416
-88
-6% -$4.79K 0.03% 63
2026
Q2 		$84.1K Sell
1,504
-8
-0.5% -$416 0.04% 60
2026
Q1 		$71.1K Sell
1,512
-119
-7% -$5.77K 0.04% 63
2025
Q4 		$75K Sell
1,631
-30
-2% -$1.37K 0.04% 55
2025
Q3 		$74.9K Sell
1,661
-27
-2% -$1.17K 0.04% 57
2025
Q2 		$69.8K Sell
1,688
-33
-2% -$1.28K 0.04% 58
2025
Q1 		$66.1K Buy
1,721
+81
+5% +$3.37K 0.04% 57
2024
Q4 		$69K Sell
1,640
-83
-5% -$3.59K 0.04% 54
2024
Q3 		$72K Buy
1,723
+26
+2% +$1.04K 0.04% 58
2024
Q2 		$65.3K Sell
1,697
-63
-4% -$2.43K 0.04% 61
2024
Q1 		$70.9K Buy
1,760
+657
+60% +$25K 0.05% 56
2023
Q4 		$41.9K Buy
1,103
+346
+46% +$11.8K 0.03% 61
2023
Q3 		$25.5K Buy
757
+1
+0.1% +$36 0.02% 58
2023
Q2 		$26.9K Buy
756
+70
+10% +$2.37K 0.02% 58
2023
Q1 		$23.3K Sell
686
-37
-5% -$1.29K 0.02% 63
2022
Q4 		$24K Buy
723
+5
+0.7% +$166 0.02% 62
2022
Q3 		$22K Buy
718
+8
+1% +$270 0.02% 66
2022
Q2 		$22K Buy
710
+7
+1% +$241 0.02% 74
2022
Q1 		$27K Buy
703
+7
+1% +$264 0.02% 65
2021
Q4 		$28K Buy
696
+1
+0.1% +$40 0.02% 66
2021
Q3 		$27K Buy
695
+34
+5% +$1.34K 0.02% 63
2021
Q2 		$27K Buy
661
+12
+2% +$477 0.02% 62
2021
Q1 		$25K Buy
+649
New +$24.5K 0.02% 74

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

4Thought Financial Group's ESML Position: Q3 2026 in Review

4Thought Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.9% in Q3 2026, selling an estimated $4.79K and leaving 1,416 shares worth $73.6K. The position accounts for 0.03% of the portfolio, ranked #63.

4Thought Financial Group first reported a position in ESML in Q1 2021 and has held it in 23 quarters since. The position peaked at $84.1K in Q2 2026. 338 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • 4Thought Financial Group held 1,416 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $73.6K as of Q3 2026.
  • 4Thought Financial Group sold 88 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $4.79K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of 4Thought Financial Group's portfolio in Q3 2026, its #63 holding.
  • 4Thought Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $84.1K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.