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Ally Invest Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ally Invest Advisors’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 		$6.8M Buy
144,606
+1,981
+1% +$96.1K 0.46% 19
2025
Q4 		$6.56M Sell
142,625
-246
-0.2% -$11.2K 0.45% 19
2025
Q3 		$6.44M Buy
142,871
+2,169
+2% +$94.2K 0.46% 19
2025
Q2 		$5.82M Buy
140,702
+7,462
+6% +$289K 0.45% 19
2025
Q1 		$5.12M Buy
133,240
+2,030
+2% +$84.4K 0.44% 19
2024
Q4 		$5.52M Buy
131,210
+3,147
+2% +$136K 0.48% 18
2024
Q3 		$5.36M Buy
128,063
+21,625
+20% +$869K 0.47% 17
2024
Q2 		$4.1M Buy
106,438
+5,074
+5% +$196K 0.39% 17
2024
Q1 		$4.08M Buy
101,364
+1,882
+2% +$71.6K 0.41% 17
2023
Q4 		$3.78M Buy
99,482
+5,928
+6% +$202K 0.4% 18
2023
Q3 		$3.15M Buy
93,554
+3,536
+4% +$126K 0.37% 19
2023
Q2 		$3.2M Buy
90,018
+6,619
+8% +$224K 0.37% 19
2023
Q1 		$2.83M Sell
83,399
-1,811
-2% -$63.2K 0.33% 19
2022
Q4 		$2.8M Buy
85,210
+3,540
+4% +$118K 0.35% 16
2022
Q3 		$2.5M Buy
81,670
+5,029
+7% +$170K 0.34% 16
2022
Q2 		$2.41M Buy
76,641
+5,308
+7% +$183K 0.31% 16
2022
Q1 		$2.71M Buy
71,333
+7,136
+11% +$269K 0.31% 16
2021
Q4 		$2.59M Buy
64,197
+6,081
+10% +$246K 0.29% 16
2021
Q3 		$2.27M Buy
58,116
+9,952
+21% +$394K 0.29% 16
2021
Q2 		$1.94M Buy
48,164
+9,480
+25% +$377K 0.27% 16
2021
Q1 		$1.49M Buy
38,684
+8,246
+27% +$311K 0.25% 16
2020
Q4 		$1.04M Buy
30,438
+8,641
+40% +$266K 0.21% 17
2020
Q3 		$578K Buy
21,797
+8,759
+67% +$232K 0.15% 17
2020
Q2 		$327K Buy
+13,038
New +$301K 0.1% 17

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 $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ally Invest Advisors's ESML Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.4% in Q1 2026, buying an estimated $96.1K and bringing the position to 144,606 shares worth $6.8M. The position accounts for 0.46% of the portfolio, ranked #19.

Ally Invest Advisors first reported a position in ESML in Q2 2020 and has held it in 24 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Ally Invest Advisors held 144,606 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.8M as of Q1 2026.
  • Ally Invest Advisors bought 1,981 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $96.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.46% of Ally Invest Advisors's portfolio in Q1 2026, its #19 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.