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

Financial Connections 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
Q1 		$723K Hold
15,384
– – 0.25% 43
2025
Q4 		$707K Hold
15,384
– – 0.24% 43
2025
Q3 		$693K Sell
15,384
-72
-0.5% -$3.13K 0.27% 42
2025
Q2 		$638K Sell
15,456
-21,156
-58% -$819K 0.26% 39
2025
Q1 		$1.41M Sell
36,612
-5,017
-12% -$209K 0.63% 32
2024
Q4 		$1.75M Sell
41,629
-472
-1% -$20.4K 0.84% 25
2024
Q3 		$1.76M Sell
42,101
-369
-0.9% -$14.8K 0.87% 23
2024
Q2 		$1.64M Sell
42,470
-454
-1% -$17.5K 0.85% 24
2024
Q1 		$1.73M Sell
42,924
-2,151
-5% -$81.8K 1.89% 13
2023
Q4 		$1.71M Sell
45,075
-97,728
-68% -$3.34M 1.11% 21
2023
Q3 		$4.8M Buy
142,803
+10,797
+8% +$384K 5.93% 6
2023
Q2 		$4.69M Sell
132,006
-11,036
-8% -$374K 3.07% 13
2023
Q1 		$4.86M Buy
143,042
+5,113
+4% +$179K 3.45% 10
2022
Q4 		$4.54M Sell
137,929
-36,079
-21% -$1.2M 3.58% 10
2022
Q3 		$5.34M Buy
174,008
+10,796
+7% +$364K 4.5% 8
2022
Q2 		$5.14M Buy
163,212
+7,806
+5% +$269K 4.53% 6
2022
Q1 		$5.91M Buy
155,406
+16,121
+12% +$608K 5.95% 4
2021
Q4 		$5.62M Buy
+139,285
New +$5.64M 5.53% 5

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

Financial Connections Group's ESML Position: Q1 2026 in Review

Financial Connections Group held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 15,384 shares worth $723K. The position accounts for 0.25% of the portfolio, ranked #43.

Financial Connections Group first reported a position in ESML in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.91M in Q1 2022. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Financial Connections Group held 15,384 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $723K as of Q1 2026.
  • Financial Connections Group left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.25% of Financial Connections Group's portfolio in Q1 2026, its #43 holding.
  • Financial Connections Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $5.91M in Q1 2022.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.