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Beacon Pointe Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Beacon Pointe Advisors’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 		$12.3M Buy
262,028
+192,544
+277% +$9.34M 0.07% 270
2025
Q4 		$3.19M Buy
69,484
+9,972
+17% +$455K 0.02% 490
2025
Q3 		$2.68M Buy
59,512
+42,347
+247% +$1.84M 0.02% 479
2025
Q2 		$709K Buy
17,165
+1,144
+7% +$44.3K 0.01% 784
2025
Q1 		$615K Sell
16,021
-438
-3% -$18.2K 0.01% 784
2024
Q4 		$692K Buy
16,459
+2,888
+21% +$125K 0.01% 731
2024
Q3 		$568K Buy
13,571
+843
+7% +$33.9K 0.01% 805
2024
Q2 		$490K Sell
12,728
-1,515
-11% -$58.5K 0.01% 875
2024
Q1 		$574K Buy
14,243
+3,683
+35% +$140K 0.01% 863
2023
Q4 		$401K Sell
10,560
-1,558
-13% -$53.2K ﹤0.01% 970
2023
Q3 		$408K Buy
12,118
+1,102
+10% +$39.2K 0.01% 951
2023
Q2 		$391K Sell
11,016
-16,636
-60% -$563K 0.01% 793
2023
Q1 		$940K Buy
27,652
+16,131
+140% +$563K 0.02% 562
2022
Q4 		$379K Sell
11,521
-6,016
-34% -$200K 0.01% 788
2022
Q3 		$538K Sell
17,537
-1,188
-6% -$40.1K 0.01% 613
2022
Q2 		$589K Buy
18,725
+2,397
+15% +$82.5K 0.01% 596
2022
Q1 		$621K Buy
16,328
+7,021
+75% +$265K 0.01% 746
2021
Q4 		$375K Buy
+9,307
New +$377K 0.01% 651

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

Beacon Pointe Advisors's ESML Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 277% in Q1 2026, buying an estimated $9.34M and bringing the position to 262,028 shares worth $12.3M. The position accounts for 0.07% of the portfolio, ranked #270.

Beacon Pointe Advisors 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.

  • Beacon Pointe Advisors held 262,028 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $12.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 192,544 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $9.34M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #270 holding.
  • Beacon Pointe Advisors 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 Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.