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Continuum Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Continuum Advisory’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 		$252K Buy
5,368
+710
+15% +$34.4K 0.02% 398
2025
Q4 		$214K Buy
+4,658
New +$212K 0.02% 430
2025
Q2 		– Sell
-4,001
Closed -$154K – 752
2025
Q1 		$154K Hold
4,001
– – 0.02% 441
2024
Q4 		$168K Sell
4,001
-232
-5% -$10K 0.02% 422
2024
Q3 		$186K Hold
4,233
– – 0.02% 406
2024
Q2 		$163K Sell
4,233
-1
-0% -$39 0.02% 403
2024
Q1 		$166K Buy
+4,234
New +$161K 0.02% 398

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

Continuum Advisory's ESML Position: Q1 2026 in Review

Continuum Advisory increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 15% in Q1 2026, buying an estimated $34.4K and bringing the position to 5,368 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #398.

Continuum Advisory first reported a position in ESML in Q1 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Continuum Advisory held 5,368 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $252K as of Q1 2026.
  • Continuum Advisory bought 710 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $34.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #398 holding.
  • Continuum Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.