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Farther Finance Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Farther Finance Advisors’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 		$809K Buy
17,067
+278
+2% +$13.5K 0.01% 1110
2025
Q4 		$772K Buy
16,789
+7,757
+86% +$354K 0.01% 1043
2025
Q3 		$407K Buy
9,032
+4,011
+80% +$174K 0.01% 1186
2025
Q2 		$208K Buy
5,021
+544
+12% +$21.1K ﹤0.01% 1368
2025
Q1 		$173K Sell
4,477
-623
-12% -$25.9K ﹤0.01% 1289
2024
Q4 		$214K Sell
5,100
-1,382
-21% -$59.7K 0.01% 958
2024
Q3 		$271K Sell
6,482
-47
-0.7% -$1.89K 0.01% 874
2024
Q2 		$249K Buy
6,529
+442
+7% +$17.1K 0.01% 750
2024
Q1 		$242K Buy
6,087
+35
+0.6% +$1.33K 0.01% 624
2023
Q4 		$230K Buy
6,052
+127
+2% +$4.33K 0.02% 516
2023
Q3 		$199K Sell
5,925
-2,379
-29% -$84.7K 0.03% 389
2023
Q2 		$295K Buy
8,304
+130
+2% +$4.4K 0.06% 250
2023
Q1 		$278K Sell
8,174
-6,712
-45% -$234K 0.08% 218
2022
Q4 		$489K Buy
+14,886
New +$494K 0.19% 106

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

Farther Finance Advisors's ESML Position: Q1 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.7% in Q1 2026, buying an estimated $13.5K and bringing the position to 17,067 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #1110.

Farther Finance Advisors first reported a position in ESML in Q4 2022 and has held it in 14 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Farther Finance Advisors held 17,067 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $809K as of Q1 2026.
  • Farther Finance Advisors bought 278 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $13.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1110 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.