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

Fortress Financial Solutions’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	$200K	Buy	+4,259	New	+$207K	0.21%	56

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fortress Financial Solutions's ESML Position: Q1 2026 in Review

Fortress Financial Solutions opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026: 4,259 shares worth $200K. The stake represents 0.21% of the portfolio and ranks #56 among its holdings.

449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Fortress Financial Solutions held 4,259 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $200K as of Q1 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Fortress Financial Solutions position in Q1 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.21% of Fortress Financial Solutions's portfolio in Q1 2026, its #56 holding.
449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.