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

Fiduciary Trust’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 		$47.7M Sell
853,551
-668
-0.1% -$34.7K 0.52% 38
2026
Q1 		$40.2M Sell
854,219
-7,194
-0.8% -$349K 0.47% 40
2025
Q4 		$39.6M Sell
861,413
-7,413
-0.9% -$338K 0.45% 40
2025
Q3 		$39.2M Sell
868,826
-24,519
-3% -$1.07M 0.44% 40
2025
Q2 		$36.9M Sell
893,345
-79,984
-8% -$3.1M 0.45% 38
2025
Q1 		$37.4M Sell
973,329
-19,132
-2% -$795K 0.49% 39
2024
Q4 		$41.7M Sell
992,461
-2,610
-0.3% -$113K 0.55% 34
2024
Q3 		$41.6M Buy
995,071
+75,108
+8% +$3.02M 0.58% 33
2024
Q2 		$35.4M Buy
919,963
+6,933
+0.8% +$268K 0.53% 37
2024
Q1 		$36.8M Sell
913,030
-10,871
-1% -$414K 0.56% 36
2023
Q4 		$35.1M Buy
923,901
+2,851
+0.3% +$97.3K 0.59% 34
2023
Q3 		$31M Buy
921,050
+35,926
+4% +$1.28M 0.57% 36
2023
Q2 		$31.4M Buy
885,124
+12,720
+1% +$431K 0.55% 38
2023
Q1 		$29.7M Buy
872,404
+37,139
+4% +$1.3M 0.55% 40
2022
Q4 		$27.5M Buy
835,265
+8,078
+1% +$268K 0.53% 40
2022
Q3 		$25.4M Buy
827,187
+16,308
+2% +$550K 0.55% 39
2022
Q2 		$25.5M Sell
810,879
-28,654
-3% -$986K 0.54% 38
2022
Q1 		$31.9M Sell
839,533
-1,384
-0.2% -$52.2K 0.57% 34
2021
Q4 		$33.9M Buy
840,917
+63,180
+8% +$2.56M 0.56% 34
2021
Q3 		$30.3M Sell
777,737
-35,445
-4% -$1.4M 0.54% 36
2021
Q2 		$32.8M Buy
813,182
+38,561
+5% +$1.53M 0.64% 33
2021
Q1 		$29.9M Buy
774,621
+1,877
+0.2% +$70.7K 0.61% 31
2020
Q4 		$26.4M Buy
772,744
+3,796
+0.5% +$117K 0.55% 37
2020
Q3 		$20.4M Sell
768,948
-2,982
-0.4% -$78.8K 0.48% 44
2020
Q2 		$19.4M Buy
771,930
+516,758
+203% +$11.9M 0.48% 46
2020
Q1 		$5.09M Buy
255,172
+21,956
+9% +$572K 0.15% 120
2019
Q4 		$6.75M Buy
233,216
+137,433
+143% +$3.8M 0.16% 118
2019
Q3 		$2.56M Buy
95,783
+7,521
+9% +$201K 0.06% 183
2019
Q2 		$2.38M Buy
88,262
+31,997
+57% +$852K 0.06% 184
2019
Q1 		$1.48M Buy
+56,265
New +$1.44M 0.04% 215

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fiduciary Trust's ESML Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.08% in Q2 2026, selling an estimated $34.7K and leaving 853,551 shares worth $47.7M. The position accounts for 0.52% of the portfolio, ranked #38.

Fiduciary Trust first reported a position in ESML in Q1 2019 and has held it in 30 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Fiduciary Trust held 853,551 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $47.7M as of Q2 2026.
  • Fiduciary Trust sold 668 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $34.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.52% of Fiduciary Trust's portfolio in Q2 2026, its #38 holding.
  • Fiduciary Trust first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.