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

Advisornet Financial’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
Q1 		$180K Sell
3,830
-1,005
-21% -$48.7K 0.01% 648
2025
Q4 		$222K Buy
4,835
+296
+7% +$13.5K 0.01% 572
2025
Q3 		$205K Buy
4,539
+42
+0.9% +$1.82K 0.01% 591
2025
Q2 		$186K Sell
4,497
-1,171
-21% -$45.3K 0.01% 590
2025
Q1 		$218K Buy
5,668
+385
+7% +$16K 0.02% 521
2024
Q4 		$222K Sell
5,283
-3,133
-37% -$135K 0.02% 483
2024
Q3 		$352K Buy
8,416
+107
+1% +$4.3K 0.03% 397
2024
Q2 		$320K Buy
8,309
+772
+10% +$29.8K 0.03% 384
2024
Q1 		$304K Sell
7,537
-744
-9% -$28.3K 0.03% 391
2023
Q4 		$315K Buy
8,281
+1,324
+19% +$45.2K 0.03% 397
2023
Q3 		$234K Sell
6,957
-1,259
-15% -$44.8K 0.02% 423
2023
Q2 		$292K Buy
8,216
+710
+9% +$24K 0.03% 402
2023
Q1 		$255K Sell
7,506
-2,181
-23% -$76.2K 0.02% 425
2022
Q4 		$319K Buy
9,687
+1,292
+15% +$42.9K 0.03% 380
2022
Q3 		$257K Buy
8,395
+5,457
+186% +$184K 0.03% 451
2022
Q2 		$93K Sell
2,938
-73
-2% -$2.51K 0.01% 693
2022
Q1 		$115K Buy
3,011
+1,314
+77% +$49.5K 0.01% 703
2021
Q4 		$68K Sell
1,697
-150
-8% -$6.07K ﹤0.01% 916
2021
Q3 		$72K Buy
1,847
+1,369
+286% +$54.2K 0.01% 897
2021
Q2 		$19K Buy
478
+269
+129% +$10.7K ﹤0.01% 1241
2021
Q1 		$8K Buy
209
+55
+36% +$2.07K ﹤0.01% 1412
2020
Q4 		$5K Sell
154
-1,564
-91% -$48.1K ﹤0.01% 1441
2020
Q3 		$46K Buy
1,718
+1,056
+160% +$27.9K ﹤0.01% 871
2020
Q2 		$17K Buy
662
+76
+13% +$1.75K ﹤0.01% 1154
2020
Q1 		$12K Buy
+586
New +$15.3K ﹤0.01% 1218

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisornet Financial's ESML Position: Q1 2026 in Review

Advisornet Financial reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 21% in Q1 2026, selling an estimated $48.7K and leaving 3,830 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #648.

Advisornet Financial first reported a position in ESML in Q1 2020 and has held it in 25 quarters since. The position peaked at $352K in Q3 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Advisornet Financial held 3,830 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $180K as of Q1 2026.
  • Advisornet Financial sold 1,005 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $48.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #648 holding.
  • Advisornet Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Advisornet Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $352K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.