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

Amara 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 		– Sell
-5,083
Closed -$234K – 47
2025
Q4 		$234K Sell
5,083
-1,879
-27% -$85.7K 0.16% 45
2025
Q3 		$314K Buy
6,962
+22
+0.3% +$956 0.23% 40
2025
Q2 		$287K Sell
6,940
-1,072
-13% -$41.5K 0.25% 38
2025
Q1 		$308K Buy
8,012
+1,838
+30% +$76.4K 0.28% 37
2024
Q4 		$260K Buy
6,174
+189
+3% +$8.17K 0.24% 41
2024
Q3 		$250K Buy
+5,985
New +$241K 0.24% 41

Other funds holding ESML

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Amara Financial's ESML Position: Q1 2026 in Review

Amara Financial sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 5,083 shares — an estimated $234K sold.

Amara Financial first reported a position in ESML in Q3 2024 and held it in 6 quarters. The position peaked at $314K in Q3 2025. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Amara Financial reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Amara Financial sold 5,083 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $234K.
  • Amara Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 6 quarters.
  • Amara Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $314K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.