Fidelity Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Fidelity Investments’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	$195M	Buy	3,485,042 +246,254	+8%	+$12.8M	0.01%	935
2026 Q1	$152M	Buy	3,238,788 +305,060	+10%	+$14.8M	0.01%	984
2025 Q4	$135M	Buy	2,933,728 +311,407	+12%	+$14.2M	0.01%	1041
2025 Q3	$118M	Buy	2,622,321 +264,590	+11%	+$11.5M	0.01%	1104
2025 Q2	$97.4M	Buy	2,357,731 +90,026	+4%	+$3.48M	0.01%	1130
2025 Q1	$87.1M	Buy	2,267,705 +1,129,102	+99%	+$46.9M	0.01%	1145
2024 Q4	$47.9M	Buy	1,138,603 +104,826	+10%	+$4.53M	﹤0.01%	1402
2024 Q3	$43.2M	Sell	1,033,777 -230,587	-18%	-$9.27M	﹤0.01%	1438
2024 Q2	$48.7M	Buy	1,264,364 +388,616	+44%	+$15M	﹤0.01%	1320
2024 Q1	$35.3M	Buy	875,748 +289,676	+49%	+$11M	﹤0.01%	1459
2023 Q4	$22.3M	Buy	586,072 +358,292	+157%	+$12.2M	﹤0.01%	1587
2023 Q3	$7.66M	Buy	227,780 +97,831	+75%	+$3.48M	﹤0.01%	1914
2023 Q2	$4.62M	Buy	129,949 +50,877	+64%	+$1.72M	﹤0.01%	2085
2023 Q1	$2.69M	Buy	79,072 +29,019	+58%	+$1.01M	﹤0.01%	2286
2022 Q4	$1.65M	Buy	50,053 +37,017	+284%	+$1.23M	﹤0.01%	2428
2022 Q3	$400K	Buy	13,036 +12,661	+3,376%	+$427K	﹤0.01%	2845
2022 Q2	$12K	Buy	375 +23	+7%	+$791	﹤0.01%	4052
2022 Q1	$13K	Buy	352 +350	+17,500%	+$13.2K	﹤0.01%	4153
2021 Q4	$0	Buy	2 +1	+100%	+$40	﹤0.01%	4502
2021 Q3	$0	Hold	1	–	–	﹤0.01%	4526
2021 Q2	$0	Hold	1	–	–	﹤0.01%	4412
2021 Q1	$0	Hold	1	–	–	﹤0.01%	4114
2020 Q4	$0	Buy	+1	New	+$31	﹤0.01%	3945

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments's ESML Position: Q2 2026 in Review

Fidelity Investments increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.6% in Q2 2026, buying an estimated $12.8M and bringing the position to 3,485,042 shares worth $195M. The position accounts for 0.01% of the portfolio, ranked #935.

Fidelity Investments first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Fidelity Investments held 3,485,042 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $195M as of Q2 2026.
Fidelity Investments bought 246,254 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $12.8M.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #935 holding.
Fidelity Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.