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

Baird 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 		$921K Buy
19,596
+586
+3% +$28.4K ﹤0.01% 1277
2025
Q4 		$874K Sell
19,010
-78
-0.4% -$3.56K ﹤0.01% 1293
2025
Q3 		$860K Sell
19,088
-986
-5% -$42.8K ﹤0.01% 1305
2025
Q2 		$830K Sell
20,074
-295
-1% -$11.4K ﹤0.01% 1263
2025
Q1 		$782K Buy
20,369
+130
+0.6% +$5.4K ﹤0.01% 1262
2024
Q4 		$851K Buy
20,239
+39
+0.2% +$1.69K ﹤0.01% 1221
2024
Q3 		$845K Sell
20,200
-1,744
-8% -$70.1K ﹤0.01% 1227
2024
Q2 		$845K Buy
21,944
+445
+2% +$17.2K ﹤0.01% 1227
2024
Q1 		$866K Buy
21,499
+311
+1% +$11.8K ﹤0.01% 1198
2023
Q4 		$805K Buy
21,188
+2,254
+12% +$76.9K ﹤0.01% 1198
2023
Q3 		$637K Buy
18,934
+6,842
+57% +$244K ﹤0.01% 1248
2023
Q2 		$430K Buy
12,092
+709
+6% +$24K ﹤0.01% 1404
2023
Q1 		$387K Buy
11,383
+2,766
+32% +$96.6K ﹤0.01% 1408
2022
Q4 		$283K Sell
8,617
-45,632
-84% -$1.52M ﹤0.01% 1476
2022
Q3 		$1.66M Buy
+54,249
New +$1.83M ﹤0.01% 895
2022
Q2 		– Sell
-12,981
Closed -$494K – 1790
2022
Q1 		$494K Buy
12,981
+2,451
+23% +$92.4K ﹤0.01% 1408
2021
Q4 		$425K Sell
10,530
-392
-4% -$15.9K ﹤0.01% 1540
2021
Q3 		$426K Buy
10,922
+1,415
+15% +$56K ﹤0.01% 1531
2021
Q2 		$384K Buy
9,507
+2,337
+33% +$92.9K ﹤0.01% 1497
2021
Q1 		$276K Buy
+7,170
New +$270K ﹤0.01% 1545

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

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

Baird Financial Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.1% in Q1 2026, buying an estimated $28.4K and bringing the position to 19,596 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Baird Financial Group first reported a position in ESML in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.66M in Q3 2022. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Baird Financial Group held 19,596 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $921K as of Q1 2026.
  • Baird Financial Group bought 586 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $28.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1277 holding.
  • Baird Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Baird Financial Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.66M in Q3 2022.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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