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Citizens Financial Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Citizens Financial Group’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 		$2.54M Sell
45,383
-9,201
-17% -$479K 0.03% 274
2026
Q1 		$2.57M Sell
54,584
-620
-1% -$30.1K 0.04% 253
2025
Q4 		$2.54M Sell
55,204
-59,381
-52% -$2.71M 0.03% 254
2025
Q3 		$5.17M Buy
114,585
+485
+0.4% +$21.1K 0.07% 184
2025
Q2 		$4.72M Buy
114,100
+887
+0.8% +$34.3K 0.08% 176
2025
Q1 		$4.35M Sell
113,213
-76,737
-40% -$3.19M 0.09% 160
2024
Q4 		$7.99M Sell
189,950
-63,879
-25% -$2.76M 0.16% 113
2024
Q3 		$10.6M Sell
253,829
-128,869
-34% -$5.18M 0.21% 94
2024
Q2 		$14.7M Sell
382,698
-107,646
-22% -$4.16M 0.33% 64
2024
Q1 		$19.7M Buy
490,344
+3,660
+0.8% +$139K 0.66% 30
2023
Q4 		$18.5M Sell
486,684
-622
-0.1% -$21.2K 0.64% 31
2023
Q3 		$16.5M Buy
487,306
+975
+0.2% +$34.7K 0.67% 30
2023
Q2 		$17.3M Sell
486,331
-28,155
-5% -$953K 0.63% 34
2023
Q1 		$17.5M Buy
514,486
+17,228
+3% +$602K 0.64% 32
2022
Q4 		$16.3M Sell
497,258
-10,885
-2% -$361K 0.64% 30
2022
Q3 		$15.6M Sell
508,143
-164,639
-24% -$5.56M 0.69% 32
2022
Q2 		$21.2M Buy
672,782
+7,899
+1% +$272K 0.89% 22
2022
Q1 		$25.3M Sell
664,883
-36
-0% -$1.36K 0.88% 19
2021
Q4 		$26.8M Buy
664,919
+613
+0.1% +$24.8K 0.9% 22
2021
Q3 		$25.9M Buy
664,306
+653,705
+6,166% +$25.9M 0.96% 20
2021
Q2 		$428K Buy
10,601
+655
+7% +$26K 0.02% 256
2021
Q1 		$383K Buy
9,946
+515
+5% +$19.4K 0.02% 234
2020
Q4 		$322K Buy
9,431
+265
+3% +$8.15K 0.02% 228
2020
Q3 		$248K Buy
9,166
+9,027
+6,494% +$239K 0.02% 222
2020
Q2 		$3K Buy
+139
New +$3.2K ﹤0.01% 930

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Citizens Financial Group's ESML Position: Q2 2026 in Review

Citizens Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 17% in Q2 2026, selling an estimated $479K and leaving 45,383 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #274.

Citizens Financial Group first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.8M in Q4 2021. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Citizens Financial Group held 45,383 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.54M as of Q2 2026.
  • Citizens Financial Group sold 9,201 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $479K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Citizens Financial Group's portfolio in Q2 2026, its #274 holding.
  • Citizens Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Citizens Financial Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $26.8M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.