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Equitable Holdings’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Equitable Holdings’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 		$303K Sell
5,422
-796
-13% -$41.4K ﹤0.01% 1548
2026
Q1 		$286K Buy
6,218
+816
+15% +$39.6K ﹤0.01% 1480
2025
Q4 		$248K Sell
5,402
-33
-0.6% -$1.5K ﹤0.01% 1412
2025
Q3 		$245K Sell
5,435
-100
-2% -$4.34K ﹤0.01% 1366
2025
Q2 		$229K Buy
5,535
+183
+3% +$7.08K ﹤0.01% 1319
2025
Q1 		$206K Sell
5,352
-3,384
-39% -$141K ﹤0.01% 1243
2024
Q4 		$367K Buy
8,736
+62
+0.7% +$2.68K ﹤0.01% 971
2024
Q3 		$363K Buy
8,674
+873
+11% +$35.1K ﹤0.01% 969
2024
Q2 		$300K Buy
7,801
+500
+7% +$19.3K ﹤0.01% 992
2024
Q1 		$294K Buy
7,301
+1,182
+19% +$45K ﹤0.01% 962
2023
Q4 		$233K Buy
+6,119
New +$209K ﹤0.01% 1020
2023
Q1 		– Sell
-30,637
Closed -$1.01M – 981
2022
Q4 		$1.01M Sell
30,637
-2,623
-8% -$87.1K 0.02% 441
2022
Q3 		$1.02M Buy
33,260
+281
+0.9% +$9.48K 0.02% 403
2022
Q2 		$1.04M Sell
32,979
-1,539
-4% -$53K 0.02% 405
2022
Q1 		$1.31M Buy
34,518
+1,550
+5% +$58.4K 0.02% 352
2021
Q4 		$1.33M Buy
32,968
+2,147
+7% +$86.9K 0.02% 351
2021
Q3 		$1.2M Buy
30,821
+4,716
+18% +$187K 0.02% 342
2021
Q2 		$1.05M Buy
26,105
+6,684
+34% +$266K 0.02% 357
2021
Q1 		$748K Buy
+19,421
New +$732K 0.02% 412
2020
Q4 		– Sell
-16,819
Closed -$446K – 689
2020
Q3 		$446K Buy
16,819
+2,812
+20% +$74.3K 0.01% 448
2020
Q2 		$351K Buy
+14,007
New +$323K 0.01% 476

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

Equitable Holdings's ESML Position: Q2 2026 in Review

Equitable Holdings reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 13% in Q2 2026, selling an estimated $41.4K and leaving 5,422 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Equitable Holdings first reported a position in ESML in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.33M in Q4 2021. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Equitable Holdings held 5,422 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $303K as of Q2 2026.
  • Equitable Holdings sold 796 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $41.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1548 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 21 quarters since.
  • Equitable Holdings's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.33M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.