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

Fiduciary Financial Group’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
Q3 		– Sell
-3,819
Closed -$214K – 405
2026
Q2 		$214K Buy
+3,819
New +$199K 0.02% 359

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Stanich Group
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Mather Group
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Fiduciary Financial Group's ESML Position: Q3 2026 in Review

Fiduciary Financial Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026, closing a stake of 3,819 shares — an estimated $214K sold.

Fiduciary Financial Group first reported a position in ESML in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 212 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Fiduciary Financial Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 3,819 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $214K.
  • Fiduciary Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Fiduciary Financial Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $214K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.