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

Grand Wealth Management’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 		$293K Buy
6,225
+11
+0.2% +$534 0.14% 34
2025
Q4 		$286K Buy
6,214
+153
+3% +$6.97K 0.13% 35
2025
Q3 		$273K Sell
6,061
-5
-0.1% -$217 0.13% 35
2025
Q2 		$251K Buy
6,066
+191
+3% +$7.39K 0.13% 35
2025
Q1 		$226K Sell
5,875
-54
-0.9% -$2.24K 0.12% 35
2024
Q4 		$249K Sell
5,929
-37
-0.6% -$1.6K 0.14% 31
2024
Q3 		$249K Sell
5,966
-10
-0.2% -$402 0.14% 31
2024
Q2 		$230K Sell
5,976
-6,938
-54% -$268K 0.14% 32
2024
Q1 		$520K Buy
12,914
+4
+0% +$152 0.25% 32
2023
Q4 		$491K Buy
12,910
+555
+4% +$18.9K 0.27% 30
2023
Q3 		$416K Hold
12,355
– – 0.25% 31
2023
Q2 		$439K Buy
12,355
+1,836
+17% +$62.2K 0.26% 30
2023
Q1 		$358K Sell
10,519
-121
-1% -$4.22K 0.21% 31
2022
Q4 		$350K Sell
10,640
-1,361
-11% -$45.2K 0.22% 31
2022
Q3 		$368K Sell
12,001
-3,645
-23% -$123K 0.19% 33
2022
Q2 		$493K Buy
15,646
+3,063
+24% +$105K 0.25% 27
2022
Q1 		$479K Hold
12,583
– – 0.22% 30
2021
Q4 		$507K Buy
+12,583
New +$509K 0.23% 28

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

Grand Wealth Management's ESML Position: Q1 2026 in Review

Grand Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.18% in Q1 2026, buying an estimated $534 and bringing the position to 6,225 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #34.

Grand Wealth Management first reported a position in ESML in Q4 2021 and has held it in 18 quarters since. The position peaked at $520K in Q1 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Grand Wealth Management held 6,225 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $293K as of Q1 2026.
  • Grand Wealth Management bought 11 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $534.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.14% of Grand Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Grand Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Grand Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $520K in Q1 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.