Cherry Tree Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cherry Tree 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	$11.7K	Hold	248	–	–	﹤0.01%	401
2025 Q4	$11.4K	Hold	248	–	–	﹤0.01%	413
2025 Q3	$11.2K	Hold	248	–	–	﹤0.01%	395
2025 Q2	$10.3K	Hold	248	–	–	﹤0.01%	409
2025 Q1	$9.53K	Hold	248	–	–	﹤0.01%	433
2024 Q4	$10.4K	Hold	248	–	–	﹤0.01%	410
2024 Q3	$10.4K	Hold	248	–	–	﹤0.01%	409
2024 Q2	$9.55K	Hold	248	–	–	﹤0.01%	402
2024 Q1	$9.99K	Hold	248	–	–	﹤0.01%	376
2023 Q4	$9.43K	Hold	248	–	–	﹤0.01%	360
2023 Q3	$8.35K	Hold	248	–	–	﹤0.01%	354
2023 Q2	$8.81K	Buy	+248	New	+$8.39K	﹤0.01%	345

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cherry Tree Wealth Management's ESML Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 248 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Cherry Tree Wealth Management first reported a position in ESML in Q2 2023 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Cherry Tree Wealth Management held 248 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $11.7K as of Q1 2026.
Cherry Tree 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 Cherry Tree Wealth Management's portfolio in Q1 2026, its #401 holding.
Cherry Tree Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.