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Financially in Tune’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Financially in Tune’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 		$332K Hold
7,070
– – 0.29% 48
2025
Q4 		$325K Buy
+7,070
New +$322K 0.3% 47

Other funds holding ESML

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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

Financially in Tune's ESML Position: Q1 2026 in Review

Financially in Tune held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 7,070 shares worth $332K. The position accounts for 0.29% of the portfolio, ranked #48.

Financially in Tune first reported a position in ESML in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Financially in Tune held 7,070 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $332K as of Q1 2026.
  • Financially in Tune 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 0.29% of Financially in Tune's portfolio in Q1 2026, its #48 holding.
  • Financially in Tune first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.