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

Empower Advisory 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
Q1 		$739K Buy
15,707
+5,079
+48% +$246K ﹤0.01% 275
2025
Q4 		$489K Sell
10,628
-5,409
-34% -$247K ﹤0.01% 344
2025
Q3 		$723K Sell
16,037
-556
-3% -$24.2K ﹤0.01% 284
2025
Q2 		$686K Sell
16,593
-664
-4% -$25.7K ﹤0.01% 286
2025
Q1 		$663K Buy
17,257
+149
+0.9% +$6.19K ﹤0.01% 284
2024
Q4 		$719K Sell
17,108
-1,148
-6% -$49.6K ﹤0.01% 281
2024
Q3 		$763K Buy
18,256
+181
+1% +$7.28K ﹤0.01% 256
2024
Q2 		$696K Sell
18,075
-1
-0% -$39 ﹤0.01% 262
2024
Q1 		$728K Sell
18,076
-2
-0% -$76 ﹤0.01% 255
2023
Q4 		$687K Sell
18,078
-627
-3% -$21.4K ﹤0.01% 260
2023
Q3 		$629K Sell
18,705
-16
-0.1% -$570 ﹤0.01% 273
2023
Q2 		$665K Buy
18,721
+123
+0.7% +$4.16K ﹤0.01% 271
2023
Q1 		$633K Buy
+18,598
New +$649K ﹤0.01% 278

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

Empower Advisory Group's ESML Position: Q1 2026 in Review

Empower Advisory Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 48% in Q1 2026, buying an estimated $246K and bringing the position to 15,707 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Empower Advisory Group first reported a position in ESML in Q1 2023 and has held it in 13 quarters since. The position peaked at $763K in Q3 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Empower Advisory Group held 15,707 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $739K as of Q1 2026.
  • Empower Advisory Group bought 5,079 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $246K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #275 holding.
  • Empower Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $763K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.