GRP
ESML icon

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

Global Retirement Partners’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
Q2 		$5.6M Buy
+100,207
New +$5.21M 0.09% 216
2025
Q4 		$4.61M Buy
100,337
+100,045
+34,262% +$4.56M 0.08% 222
2025
Q3 		$13.2K Hold
292
– – ﹤0.01% 2581
2025
Q2 		$12.1K Buy
+292
New +$11.3K ﹤0.01% 2515
2024
Q4 		$33.3K Buy
792
+62
+8% +$2.68K ﹤0.01% 1818
2024
Q3 		$30.5K Sell
730
-173
-19% -$6.95K ﹤0.01% 1787
2024
Q2 		$34.8K Buy
903
+70
+8% +$2.7K ﹤0.01% 1718
2024
Q1 		$33.5K Buy
833
+25
+3% +$951 ﹤0.01% 1587
2023
Q4 		$29.6K Hold
808
– – ﹤0.01% 1566
2023
Q3 		$26.4K Hold
808
– – ﹤0.01% 1538
2023
Q2 		$28.7K Buy
808
+100
+14% +$3.38K ﹤0.01% 1516
2023
Q1 		$23.3K Sell
708
-22
-3% -$768 ﹤0.01% 1566
2022
Q4 		$24K Hold
730
– – ﹤0.01% 1407
2022
Q3 		$25K Hold
730
– – ﹤0.01% 1287
2022
Q2 		$23K Sell
730
-19
-3% -$654 ﹤0.01% 1297
2022
Q1 		$25K Buy
+749
New +$28.2K ﹤0.01% 1265
2021
Q4 		– Sell
-61
Closed -$2K – 674
2021
Q3 		$2K Hold
61
– – ﹤0.01% 1814
2021
Q2 		$2K Buy
61
+17
+39% +$676 ﹤0.01% 1726
2021
Q1 		$2K Buy
+44
New +$1.66K ﹤0.01% 1638

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Global Retirement Partners's ESML Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 100,207 shares worth $5.6M. The stake represents 0.09% of the portfolio and ranks #216 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESML as recently as Q4 2025.

Global Retirement Partners first reported a position in ESML in Q1 2021 and has held it in 19 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Global Retirement Partners held 100,207 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.6M as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Global Retirement Partners's portfolio in Q2 2026, its #216 holding.
  • Global Retirement Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.