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Ferguson Wellman Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ferguson Wellman Capital 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 		$1.44M Buy
+30,724
New +$1.49M 0.02% 194
2021
Q1 		– Sell
-14,818
Closed -$506K – 354
2020
Q4 		$506K Buy
14,818
+550
+4% +$16.9K 0.01% 281
2020
Q3 		$378K Buy
14,268
+4,158
+41% +$110K 0.01% 286
2020
Q2 		$253K Buy
+10,110
New +$233K 0.01% 306
2020
Q1 		– Sell
-6,977
Closed -$202K – 322
2019
Q4 		$202K Buy
+6,977
New +$193K 0.01% 346

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

Ferguson Wellman Capital Management's ESML Position: Q1 2026 in Review

Ferguson Wellman Capital Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026: 30,724 shares worth $1.44M. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in ESML as recently as Q4 2020.

Ferguson Wellman Capital Management first reported a position in ESML in Q4 2019 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Ferguson Wellman Capital Management held 30,724 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.44M as of Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Ferguson Wellman Capital Management position in Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #194 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.