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

Ancora 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 		$44.7K Hold
950
– – ﹤0.01% 1190
2025
Q4 		$43.7K Hold
950
– – ﹤0.01% 1192
2025
Q3 		$42.8K Hold
950
– – ﹤0.01% 1067
2025
Q2 		$39.3K Hold
950
– – ﹤0.01% 1072
2025
Q1 		$36.5K Hold
950
– – ﹤0.01% 1076
2024
Q4 		$39.9K Hold
950
– – ﹤0.01% 1050
2024
Q3 		$39.7K Hold
950
– – ﹤0.01% 1040
2024
Q2 		$36.6K Hold
950
– – ﹤0.01% 1026
2024
Q1 		$38.3K Buy
+950
New +$36.1K ﹤0.01% 1028

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

Ancora Advisors's ESML Position: Q1 2026 in Review

Ancora Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 950 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Ancora Advisors first reported a position in ESML in Q1 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Ancora Advisors held 950 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $44.7K as of Q1 2026.
  • Ancora Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1190 holding.
  • Ancora Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.