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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
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

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

Atomi Financial Group's ESML Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.8% in Q1 2026, selling an estimated $18.5K and leaving 20,235 shares worth $951K. The position accounts for 0.03% of the portfolio, ranked #457.

Atomi Financial Group first reported a position in ESML in Q4 2024 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Atomi Financial Group held 20,235 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $951K as of Q1 2026.
  • Atomi Financial Group sold 381 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $18.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #457 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 6 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.