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AmeriFlex Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

AmeriFlex Group’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 		$11.7K Sell
249
-53
-18% -$2.57K 0.01% 700
2025
Q4 		$13.9K Sell
302
-300
-50% -$13.7K 0.01% 665
2025
Q3 		$27.1K Buy
602
+301
+100% +$13.1K 0.01% 584
2025
Q2 		$12.4K Buy
301
+1
+0.3% +$39 0.01% 663
2025
Q1 		$11.5K Buy
300
+1
+0.3% +$42 ﹤0.01% 811
2024
Q4 		$13K Buy
+299
New +$12.9K 0.01% 718

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

AmeriFlex Group's ESML Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 18% in Q1 2026, selling an estimated $2.57K and leaving 249 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #700.

AmeriFlex Group first reported a position in ESML in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.1K in Q3 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • AmeriFlex Group held 249 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $11.7K as of Q1 2026.
  • AmeriFlex Group sold 53 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $2.57K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #700 holding.
  • AmeriFlex Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $27.1K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.