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

Atomi Financial 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
Q2 		$1.36M Buy
24,335
+4,100
+20% +$213K 0.04% 372
2026
Q1 		$951K Sell
20,235
-381
-2% -$18.5K 0.03% 457
2025
Q4 		$948K Buy
20,616
+9,217
+81% +$420K 0.03% 432
2025
Q3 		$514K Buy
11,399
+731
+7% +$31.8K 0.02% 639
2025
Q2 		$441K Buy
10,668
+629
+6% +$24.3K 0.02% 646
2025
Q1 		$386K Buy
10,039
+2,235
+29% +$92.9K 0.02% 653
2024
Q4 		$328K Buy
+7,804
New +$337K 0.02% 678

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Atomi Financial Group's ESML Position: Q2 2026 in Review

Atomi Financial Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 20% in Q2 2026, buying an estimated $213K and bringing the position to 24,335 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #372.

Atomi Financial Group first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Atomi Financial Group held 24,335 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.36M as of Q2 2026.
  • Atomi Financial Group bought 4,100 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $213K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #372 holding.
  • Atomi Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.