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Aufman Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Aufman Associates’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 		$1.04M Sell
22,063
-197
-0.9% -$9.56K 0.51% 18
2025
Q4 		$1.02M Buy
22,260
+1,236
+6% +$56.3K 0.52% 19
2025
Q3 		$948K Buy
21,024
+1,153
+6% +$50.1K 0.53% 19
2025
Q2 		$821K Sell
19,871
-312
-2% -$12.1K 0.51% 20
2025
Q1 		$775K Buy
20,183
+53
+0.3% +$2.2K 0.53% 20
2024
Q4 		$846K Buy
20,130
+1,509
+8% +$65.2K 0.57% 18
2024
Q3 		$779K Sell
18,621
-7
-0% -$281 0.5% 20
2024
Q2 		$717K Sell
18,628
-305
-2% -$11.8K 0.51% 19
2024
Q1 		$762K Buy
18,933
+1,880
+11% +$71.5K 0.54% 18
2023
Q4 		$648K Sell
17,053
-234
-1% -$7.99K 0.49% 19
2023
Q3 		$582K Buy
17,287
+1,570
+10% +$55.9K 0.49% 20
2023
Q2 		$558K Buy
15,717
+554
+4% +$18.8K 0.46% 19
2023
Q1 		$515K Buy
15,163
+2,984
+25% +$104K 0.44% 20
2022
Q4 		$400K Buy
12,179
+1,695
+16% +$56.3K 0.37% 23
2022
Q3 		$322K Buy
10,484
+11
+0.1% +$371 0.34% 25
2022
Q2 		$330K Buy
10,473
+9
+0.1% +$310 0.31% 27
2022
Q1 		$398K Buy
10,464
+977
+10% +$36.8K 0.31% 29
2021
Q4 		$382K Buy
+9,487
New +$384K 0.28% 29

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

Aufman Associates's ESML Position: Q1 2026 in Review

Aufman Associates reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.88% in Q1 2026, selling an estimated $9.56K and leaving 22,063 shares worth $1.04M. The position accounts for 0.51% of the portfolio, ranked #18.

Aufman Associates first reported a position in ESML in Q4 2021 and has held it in 18 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Aufman Associates held 22,063 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.04M as of Q1 2026.
  • Aufman Associates sold 197 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $9.56K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.51% of Aufman Associates's portfolio in Q1 2026, its #18 holding.
  • Aufman Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.