AWM
ESML icon

Apollon Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Apollon Wealth Management’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 		$488K Buy
10,387
+1,449
+16% +$70.3K 0.01% 867
2025
Q4 		$411K Sell
8,938
-217
-2% -$9.89K 0.01% 911
2025
Q3 		$413K Sell
9,155
-195
-2% -$8.47K 0.01% 902
2025
Q2 		$386K Buy
9,350
+2,057
+28% +$79.6K 0.01% 908
2025
Q1 		$280K Buy
7,293
+144
+2% +$5.99K 0.01% 973
2024
Q4 		$301K Buy
7,149
+882
+14% +$38.1K 0.01% 940
2024
Q3 		$262K Buy
6,267
+3
+0% +$121 0.01% 957
2024
Q2 		$241K Sell
6,264
-2,346
-27% -$90.6K 0.01% 936
2024
Q1 		$347K Buy
8,610
+305
+4% +$11.6K 0.01% 820
2023
Q4 		$316K Buy
8,305
+1,726
+26% +$58.9K 0.01% 821
2023
Q3 		$221K Buy
6,579
+183
+3% +$6.51K 0.01% 798
2023
Q2 		$227K Buy
+6,396
New +$217K 0.01% 821

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

Apollon Wealth Management's ESML Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 16% in Q1 2026, buying an estimated $70.3K and bringing the position to 10,387 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #867.

Apollon Wealth Management first reported a position in ESML in Q2 2023 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Apollon Wealth Management held 10,387 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $488K as of Q1 2026.
  • Apollon Wealth Management bought 1,449 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $70.3K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #867 holding.
  • Apollon Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.