Commonwealth Equity Services
ESML icon

Commonwealth Equity Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Commonwealth Equity Services’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 		$15.5M Buy
329,737
+43,213
+15% +$2.1M 0.02% 670
2025
Q4 		$13.2M Buy
286,524
+3,469
+1% +$158K 0.02% 761
2025
Q3 		$12.8M Sell
283,055
-108,457
-28% -$4.71M 0.02% 786
2025
Q2 		$16.2M Buy
391,512
+23,978
+7% +$928K 0.02% 667
2025
Q1 		$14.1M Sell
367,534
-32,208
-8% -$1.34M 0.02% 701
2024
Q4 		$16.8M Buy
399,742
+27,511
+7% +$1.19M 0.02% 599
2024
Q3 		$15.6M Sell
372,231
-29,722
-7% -$1.19M 0.02% 623
2024
Q2 		$15.5M Sell
401,953
-16,663
-4% -$643K 0.02% 607
2024
Q1 		$16.9M Buy
418,616
+12,204
+3% +$464K 0.03% 559
2023
Q4 		$15.4M Buy
406,412
+149,291
+58% +$5.1M 0.03% 546
2023
Q3 		$8.65M Sell
257,121
-22,754
-8% -$810K 0.02% 752
2023
Q2 		$9.94M Buy
279,875
+41,729
+18% +$1.41M 0.02% 686
2023
Q1 		$8.09K Sell
238,146
-60,918
-20% -$2.13M 0.02% 769
2022
Q4 		$9.83M Buy
299,064
+59,800
+25% +$1.99M 0.02% 628
2022
Q3 		$7.34M Buy
239,264
+8,092
+4% +$273K 0.02% 714
2022
Q2 		$7.28M Sell
231,172
-101,580
-31% -$3.5M 0.02% 720
2022
Q1 		$12.7M Sell
332,752
-21
-0% -$791 0.03% 525
2021
Q4 		$13.4M Buy
332,773
+59,306
+22% +$2.4M 0.03% 497
2021
Q3 		$10.7M Buy
273,467
+93,185
+52% +$3.69M 0.03% 556
2021
Q2 		$7.28M Buy
180,282
+5,790
+3% +$230K 0.02% 676
2021
Q1 		$6.72M Buy
174,492
+61,452
+54% +$2.32M 0.02% 651
2020
Q4 		$3.86M Buy
113,040
+35,358
+46% +$1.09M 0.01% 854
2020
Q3 		$2.06M Buy
77,682
+25,666
+49% +$679K 0.01% 1086
2020
Q2 		$1.3M Buy
52,016
+25,384
+95% +$585K ﹤0.01% 1265
2020
Q1 		$531K Buy
26,632
+6,439
+32% +$168K ﹤0.01% 1652
2019
Q4 		$583K Buy
20,193
+3,025
+18% +$83.6K ﹤0.01% 1787
2019
Q3 		$458K Buy
17,168
+498
+3% +$13.3K ﹤0.01% 1895
2019
Q2 		$449K Buy
+16,670
New +$444K ﹤0.01% 1883

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

Commonwealth Equity Services's ESML Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 15% in Q1 2026, buying an estimated $2.1M and bringing the position to 329,737 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #670.

Commonwealth Equity Services first reported a position in ESML in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.9M in Q1 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Commonwealth Equity Services held 329,737 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $15.5M as of Q1 2026.
  • Commonwealth Equity Services bought 43,213 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $2.1M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #670 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Commonwealth Equity Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $16.9M in Q1 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.