Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cetera Investment Advisers’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 		$5.3M Sell
112,794
-1,455
-1% -$70.6K 0.01% 1470
2025
Q4 		$5.25M Buy
114,249
+16,151
+16% +$736K 0.01% 1430
2025
Q3 		$4.42M Buy
98,098
+11,850
+14% +$515K 0.01% 1501
2025
Q2 		$3.56M Buy
86,248
+5,444
+7% +$211K 0.01% 1424
2025
Q1 		$3.1M Buy
80,804
+9,228
+13% +$384K 0.01% 1415
2024
Q4 		$3.01M Buy
71,576
+6,829
+11% +$295K 0.01% 1360
2024
Q3 		$2.71M Sell
64,747
-2,910
-4% -$117K 0.01% 1392
2024
Q2 		$2.6M Buy
67,657
+922
+1% +$35.6K 0.01% 1378
2024
Q1 		$2.69M Buy
66,735
+35,275
+112% +$1.34M 0.01% 1353
2023
Q4 		$1.2M Sell
31,460
-37,780
-55% -$1.29M 0.01% 1005
2023
Q3 		$2.33M Sell
69,240
-45,403
-40% -$1.62M 0.02% 694
2023
Q2 		$4.07M Sell
114,643
-343
-0.3% -$11.6K 0.03% 482
2023
Q1 		$3.91M Sell
114,986
-19,566
-15% -$683K 0.03% 474
2022
Q4 		$4.42M Buy
134,552
+82,917
+161% +$2.75M 0.04% 420
2022
Q3 		$1.58M Buy
51,635
+293
+0.6% +$9.89K 0.03% 540
2022
Q2 		$1.62M Buy
51,342
+13,831
+37% +$476K 0.03% 609
2022
Q1 		$1.43M Buy
37,511
+6,139
+20% +$231K 0.02% 688
2021
Q4 		$1.26M Buy
31,372
+3,438
+12% +$139K 0.02% 720
2021
Q3 		$1.09M Buy
27,934
+5,060
+22% +$200K 0.02% 742
2021
Q2 		$923K Buy
+22,874
New +$910K 0.01% 807

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

Cetera Investment Advisers's ESML Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.3% in Q1 2026, selling an estimated $70.6K and leaving 112,794 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #1470.

Cetera Investment Advisers first reported a position in ESML in Q2 2021 and has held it in 20 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Cetera Investment Advisers held 112,794 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.3M as of Q1 2026.
  • Cetera Investment Advisers sold 1,455 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $70.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1470 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.