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

Bartlett & Co 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	$47K	Hold	915	–	–	﹤0.01%	698
2025 Q4	$42.1K	Hold	915	–	–	﹤0.01%	702
2025 Q3	$41.2K	Hold	915	–	–	﹤0.01%	702
2025 Q2	$37.8K	Hold	915	–	–	﹤0.01%	705
2025 Q1	$35.1K	Hold	915	–	–	﹤0.01%	720
2024 Q4	$38.5K	Hold	915	–	–	﹤0.01%	700
2024 Q3	$38.3K	Hold	915	–	–	﹤0.01%	705
2024 Q2	$35.2K	Hold	915	–	–	﹤0.01%	724
2024 Q1	$36.8K	Hold	915	–	–	﹤0.01%	709
2023 Q4	$35.3K	Hold	915	–	–	﹤0.01%	759
2023 Q3	$30.9K	Hold	915	–	–	﹤0.01%	736
2023 Q2	$32.5K	Hold	915	–	–	﹤0.01%	737
2023 Q1	$31.1K	Hold	915	–	–	﹤0.01%	640
2022 Q4	$30.1K	Hold	915	–	–	﹤0.01%	655
2022 Q3	$28.1K	Hold	915	–	–	﹤0.01%	656
2022 Q2	$28.8K	Hold	915	–	–	﹤0.01%	669
2022 Q1	$34.8K	Buy	+915	New	+$34.5K	﹤0.01%	650

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bartlett & Co Wealth Management's ESML Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 915 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Bartlett & Co Wealth Management first reported a position in ESML in Q1 2022 and has held it in 17 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Bartlett & Co Wealth Management held 915 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $47K as of Q1 2026.
Bartlett & Co Wealth Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #698 holding.
Bartlett & Co Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.