CRI
ESML icon

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

Commonwealth Retirement Investments’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 		$615 Buy
+11
New +$572 ﹤0.01% 396
2026
Q1 		– Sell
-11
Closed -$506 – 211
2025
Q4 		$506 Buy
+11
New +$501 ﹤0.01% 417

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

Commonwealth Retirement Investments's ESML Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 11 shares worth $615. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in ESML as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in ESML in Q4 2025 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Commonwealth Retirement Investments held 11 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $615 as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #396 holding.
  • Commonwealth Retirement Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.