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American Trust’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

American Trust’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 		$674K Sell
14,342
-1,150
-7% -$55.8K 0.06% 134
2025
Q4 		$1.13M Buy
15,492
+836
+6% +$38.1K 0.09% 111
2025
Q3 		$661K Buy
14,656
+636
+5% +$27.6K 0.06% 148
2025
Q2 		$579K Buy
+14,020
New +$543K 0.05% 147
2025
Q1 		– Sell
-15,963
Closed -$671K – 171
2024
Q4 		$671K Buy
15,963
+680
+4% +$29.4K 0.05% 151
2024
Q3 		$639K Buy
15,283
+2,196
+17% +$88.3K 0.05% 124
2024
Q2 		$504K Buy
13,087
+3,230
+33% +$125K 0.04% 120
2024
Q1 		$397K Buy
9,857
+685
+7% +$26.1K 0.03% 160
2023
Q4 		$349K Sell
9,172
-56
-0.6% -$1.91K 0.03% 186
2023
Q3 		$311K Buy
9,228
+702
+8% +$25K 0.02% 205
2023
Q2 		$303K Sell
8,526
-2,947
-26% -$99.8K 0.02% 305
2023
Q1 		$344K Sell
11,473
-1,847
-14% -$64.5K 0.02% 278
2022
Q4 		$396K Buy
13,320
+364
+3% +$12.1K 0.04% 259
2022
Q3 		$397K Buy
+12,956
New +$437K 0.03% 244

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

American Trust's ESML Position: Q1 2026 in Review

American Trust reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.4% in Q1 2026, selling an estimated $55.8K and leaving 14,342 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #134.

American Trust first reported a position in ESML in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • American Trust held 14,342 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $674K as of Q1 2026.
  • American Trust sold 1,150 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $55.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of American Trust's portfolio in Q1 2026, its #134 holding.
  • American Trust first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and has held it in 14 quarters since.
  • American Trust's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.13M in Q4 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.