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Equita Financial Network’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Equita Financial Network’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 		$371K Sell
7,882
-253
-3% -$12.3K 0.12% 68
2025
Q4 		$374K Buy
8,135
+895
+12% +$40.8K 0.11% 71
2025
Q3 		$326K Buy
7,240
+85
+1% +$3.69K 0.11% 70
2025
Q2 		$296K Buy
+7,155
New +$277K 0.12% 65

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

Equita Financial Network's ESML Position: Q1 2026 in Review

Equita Financial Network reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.1% in Q1 2026, selling an estimated $12.3K and leaving 7,882 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #68.

Equita Financial Network first reported a position in ESML in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Equita Financial Network held 7,882 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $371K as of Q1 2026.
  • Equita Financial Network sold 253 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $12.3K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.12% of Equita Financial Network's portfolio in Q1 2026, its #68 holding.
  • Equita Financial Network first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Equita Financial Network's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $374K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.