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

Cranbrook 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 		$1.06M Sell
22,631
-81
-0.4% -$3.93K 0.22% 61
2025
Q4 		$1.04M Buy
22,712
+38
+0.2% +$1.73K 0.21% 61
2025
Q3 		$1.02M Buy
22,674
+866
+4% +$37.6K 0.21% 59
2025
Q2 		$901K Buy
21,808
+142
+0.7% +$5.5K 0.19% 59
2025
Q1 		$832K Sell
21,666
-609
-3% -$25.3K 0.19% 59
2024
Q4 		$937K Sell
22,275
-993
-4% -$42.9K 0.22% 55
2024
Q3 		$973K Sell
23,268
-1,150
-5% -$46.2K 0.22% 55
2024
Q2 		$940K Buy
24,418
+421
+2% +$16.3K 0.23% 53
2024
Q1 		$966K Buy
23,997
+420
+2% +$16K 0.24% 49
2023
Q4 		$896K Buy
23,577
+662
+3% +$22.6K 0.24% 49
2023
Q3 		$771K Hold
22,915
– – 0.23% 52
2023
Q2 		$814K Buy
22,915
+965
+4% +$32.7K 0.23% 53
2023
Q1 		$746K Buy
21,950
+195
+0.9% +$6.81K 0.21% 53
2022
Q4 		$715K Buy
21,755
+136
+0.6% +$4.52K 0.19% 58
2022
Q3 		$663K Buy
21,619
+2,547
+13% +$85.9K 0.17% 58
2022
Q2 		$601K Buy
19,072
+296
+2% +$10.2K 0.15% 64
2022
Q1 		$714K Buy
18,776
+1,260
+7% +$47.5K 0.16% 61
2021
Q4 		$706K Buy
17,516
+315
+2% +$12.8K 0.15% 63
2021
Q3 		$671K Buy
17,201
+345
+2% +$13.6K 0.15% 61
2021
Q2 		$680K Buy
16,856
+276
+2% +$11K 0.16% 59
2021
Q1 		$639K Sell
16,580
-187
-1% -$7.05K 0.15% 59
2020
Q4 		$572K Buy
16,767
+1,233
+8% +$37.9K 0.15% 61
2020
Q3 		$412K Buy
15,534
+802
+5% +$21.2K 0.12% 66
2020
Q2 		$369K Buy
14,732
+2,651
+22% +$61.1K 0.11% 69
2020
Q1 		$241K Buy
12,081
+4,999
+71% +$130K 0.08% 77
2019
Q4 		$205K Buy
7,082
+5,380
+316% +$149K 0.06% 84
2019
Q3 		$45K Buy
1,702
+611
+56% +$16.3K 0.01% 139
2019
Q2 		$29K Buy
+1,091
New +$29K 0.01% 157

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

Cranbrook Wealth Management's ESML Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.36% in Q1 2026, selling an estimated $3.93K and leaving 22,631 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #61.

Cranbrook Wealth Management first reported a position in ESML in Q2 2019 and has held it in 28 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Cranbrook Wealth Management held 22,631 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.06M as of Q1 2026.
  • Cranbrook Wealth Management sold 81 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $3.93K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.22% of Cranbrook Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.