Global Retirement Partners
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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
Q3 		$5.21M Hold
100,207
– – 0.07% 236
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's ESML Position: Q3 2026 in Review

Global Retirement Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 100,207 shares worth $5.21M. The position accounts for 0.07% of the portfolio, ranked #236.

Global Retirement Partners first reported a position in ESML in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.6M in Q2 2026. 433 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Global Retirement Partners held 100,207 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.21M as of Q3 2026.
  • Global Retirement Partners left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Global Retirement Partners's portfolio in Q3 2026, its #236 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 20 quarters since.
  • Global Retirement Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $5.6M 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 Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.