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

AE 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
2026
Q1 		$13.5K Sell
287
-280
-49% -$13.6K ﹤0.01% 2215
2025
Q4 		$26.1K Hold
567
– – ﹤0.01% 1981
2025
Q3 		$25.5K Buy
567
+201
+55% +$8.73K ﹤0.01% 1852
2025
Q2 		$15.1K Sell
366
-205
-36% -$7.94K ﹤0.01% 1813
2025
Q1 		$21.9K Buy
571
+14
+3% +$582 ﹤0.01% 1726
2024
Q4 		$23.4K Buy
+557
New +$24.1K ﹤0.01% 1700
2023
Q4 		– Sell
-7,209
Closed -$243K – 2088
2023
Q3 		$243K Sell
7,209
-5,593
-44% -$199K ﹤0.01% 1703
2023
Q2 		$455K Buy
12,802
+546
+4% +$18.5K ﹤0.01% 1443
2023
Q1 		$417K Sell
12,256
-3,873
-24% -$135K ﹤0.01% 1426
2022
Q4 		$530K Sell
16,129
-2,994
-16% -$99.4K ﹤0.01% 1286
2022
Q3 		$586K Sell
19,123
-44
-0.2% -$1.49K ﹤0.01% 1170
2022
Q2 		$604K Buy
19,167
+176
+0.9% +$6.06K ﹤0.01% 1105
2022
Q1 		$722K Sell
18,991
-4,134
-18% -$156K 0.01% 1056
2021
Q4 		$932K Buy
23,125
+9,885
+75% +$400K 0.01% 949
2021
Q3 		$516K Buy
13,240
+4,961
+60% +$196K ﹤0.01% 1160
2021
Q2 		$334K Buy
+8,279
New +$329K ﹤0.01% 1296

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

AE Wealth Management's ESML Position: Q1 2026 in Review

AE Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 49% in Q1 2026, selling an estimated $13.6K and leaving 287 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

AE Wealth Management first reported a position in ESML in Q2 2021 and has held it in 16 quarters since. The position peaked at $932K in Q4 2021. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • AE Wealth Management held 287 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $13.5K as of Q1 2026.
  • AE Wealth Management sold 280 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $13.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2215 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 16 quarters since.
  • AE Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $932K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.