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GoalVest Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

GoalVest Advisory’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 		– Sell
-659
Closed -$30.3K – 482
2025
Q4 		$30.3K Sell
659
-2,325
-78% -$106K 0.01% 293
2025
Q3 		$135K Hold
2,984
– – 0.03% 153
2025
Q2 		$123K Hold
2,984
– – 0.03% 154
2025
Q1 		$115K Hold
2,984
– – 0.03% 143
2024
Q4 		$125K Buy
2,984
+425
+17% +$18.4K 0.03% 137
2024
Q3 		$107K Hold
2,559
– – 0.03% 138
2024
Q2 		$98.5K Hold
2,559
– – 0.03% 130
2024
Q1 		$103K Hold
2,559
– – 0.03% 141
2023
Q4 		$97.3K Hold
2,559
– – 0.04% 94
2023
Q3 		$86.1K Buy
2,559
+1,710
+201% +$60.9K 0.04% 116
2023
Q2 		$30.2K Buy
+849
New +$28.7K 0.02% 170

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return

GoalVest Advisory's ESML Position: Q1 2026 in Review

GoalVest Advisory sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 659 shares — an estimated $30.3K sold.

GoalVest Advisory first reported a position in ESML in Q2 2023 and held it in 11 quarters. The position peaked at $135K in Q3 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • GoalVest Advisory reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 659 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $30.3K.
  • GoalVest Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 11 quarters.
  • GoalVest Advisory's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $135K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.