Betterment LLC
ESML icon

Betterment LLC’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Betterment LLC’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
Q2 		$99.3M Sell
1,776,129
-13,137
-0.7% -$683K 0.17% 49
2026
Q1 		$84.1M Buy
1,789,266
+5,843
+0.3% +$283K 0.16% 50
2025
Q4 		$82M Buy
1,783,423
+2,676
+0.2% +$122K 0.16% 49
2025
Q3 		$80.3M Buy
1,780,747
+33,569
+2% +$1.46M 0.16% 50
2025
Q2 		$72.2M Buy
1,747,178
+118,668
+7% +$4.59M 0.15% 51
2025
Q1 		$62.6M Buy
1,628,510
+25,881
+2% +$1.08M 0.15% 50
2024
Q4 		$67.4M Buy
1,602,629
+111,312
+7% +$4.81M 0.16% 48
2024
Q3 		$62.4M Buy
1,491,317
+115,916
+8% +$4.66M 0.15% 48
2024
Q2 		$53M Buy
1,375,401
+900,955
+190% +$34.8M 0.14% 51
2024
Q1 		$19.1M Buy
474,446
+43,716
+10% +$1.66M 0.05% 65
2023
Q4 		$16.4M Sell
430,730
-12,765
-3% -$436K 0.05% 58
2023
Q3 		$14.9M Buy
443,495
+14,023
+3% +$499K 0.05% 57
2023
Q2 		$15.3M Buy
429,472
+69,605
+19% +$2.36M 0.05% 57
2023
Q1 		$12.2M Buy
359,867
+49,734
+16% +$1.74M 0.04% 58
2022
Q4 		$10.2M Buy
310,133
+302,236
+3,827% +$10M 0.04% 61
2022
Q3 		$249K Hold
7,897
– – ﹤0.01% 217
2022
Q2 		$249K Buy
7,897
+1,149
+17% +$39.5K ﹤0.01% 217
2022
Q1 		$257K Buy
+6,748
New +$254K ﹤0.01% 210

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC's ESML Position: Q2 2026 in Review

Betterment LLC reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.73% in Q2 2026, selling an estimated $683K and leaving 1,776,129 shares worth $99.3M. The position accounts for 0.17% of the portfolio, ranked #49.

Betterment LLC first reported a position in ESML in Q1 2022 and has held it in 18 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Betterment LLC held 1,776,129 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $99.3M as of Q2 2026.
  • Betterment LLC sold 13,137 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $683K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.17% of Betterment LLC's portfolio in Q2 2026, its #49 holding.
  • Betterment LLC first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.