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

Financial Futures’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	$511K	Sell	9,822 -2,110	-18%	-$115K	0.19%	47
2026 Q2	$667K	Sell	11,932 -1,881	-14%	-$97.8K	0.25%	42
2026 Q1	$650K	Buy	13,813 +6	+0%	+$291	0.29%	38
2025 Q4	$635K	Buy	13,807 +950	+7%	+$43.3K	0.29%	42
2025 Q3	$580K	Buy	12,857 +1,880	+17%	+$81.7K	0.28%	47
2025 Q2	$454K	Buy	10,977 +2,441	+29%	+$94.5K	0.24%	48
2025 Q1	$328K	Buy	8,536 +205	+2%	+$8.52K	0.19%	47
2024 Q4	$350K	Sell	8,331 -118	-1%	-$5.1K	0.2%	46
2024 Q3	$353K	Buy	+8,449	New	+$340K	0.2%	44

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Futures's ESML Position: Q3 2026 in Review

Financial Futures reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 18% in Q3 2026, selling an estimated $115K and leaving 9,822 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #47.

Financial Futures first reported a position in ESML in Q3 2024 and has held it in 9 quarters since. The position peaked at $667K in Q2 2026. 433 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Financial Futures held 9,822 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $511K as of Q3 2026.
Financial Futures sold 2,110 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $115K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.19% of Financial Futures's portfolio in Q3 2026, its #47 holding.
Financial Futures first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Financial Futures's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $667K in Q2 2026.
433 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

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