Focus Partners Wealth
ESML icon

Focus Partners Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Focus Partners Wealth’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 		$2.45M Buy
52,041
+1,627
+3% +$78.9K ﹤0.01% 1227
2025
Q4 		$2.32M Buy
50,414
+10,425
+26% +$475K ﹤0.01% 1260
2025
Q3 		$1.8M Buy
39,989
+1,225
+3% +$53.2K ﹤0.01% 1061
2025
Q2 		$1.6M Sell
38,764
-6,020
-13% -$233K ﹤0.01% 969
2025
Q1 		$1.72M Buy
44,784
+4,218
+10% +$175K ﹤0.01% 890
2024
Q4 		$1.71M Buy
40,566
+28,741
+243% +$1.24M ﹤0.01% 881
2024
Q3 		$495K Sell
11,825
-18,250
-61% -$734K ﹤0.01% 1157
2024
Q2 		$1.16M Buy
30,075
+428
+1% +$16.5K ﹤0.01% 774
2024
Q1 		$1.19M Buy
+29,647
New +$1.13M 0.01% 578

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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return