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Hardy Reed’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Hardy Reed’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 		$1.22M Buy
25,866
+1,992
+8% +$96.6K 0.09% 88
2025
Q4 		$1.1M Hold
23,874
– – 0.08% 94
2025
Q3 		$1.08M Buy
23,874
+163
+0.7% +$7.08K 0.08% 94
2025
Q2 		$980K Sell
23,711
-369
-2% -$14.3K 0.08% 101
2025
Q1 		$925K Hold
24,080
– – 0.08% 97
2024
Q4 		$1.01M Sell
24,080
-1,872
-7% -$80.9K 0.09% 90
2024
Q3 		$1.09M Buy
25,952
+442
+2% +$17.8K 0.1% 91
2024
Q2 		$982K Hold
25,510
– – 0.1% 90
2024
Q1 		$1.03M Hold
25,510
– – 0.13% 45
2023
Q4 		$970K Hold
25,510
– – 0.13% 44
2023
Q3 		$858K Buy
25,510
+1,815
+8% +$64.6K 0.16% 42
2023
Q2 		$842K Hold
23,695
– – 0.15% 38
2023
Q1 		$805K Buy
23,695
+11
+0% +$384 0.14% 45
2022
Q4 		$779K Buy
23,684
+1,872
+9% +$62.2K 0.15% 46
2022
Q3 		$669K Hold
21,812
– – 0.15% 40
2022
Q2 		$687K Hold
21,812
– – 0.15% 35
2022
Q1 		$830K Hold
21,812
– – 0.16% 34
2021
Q4 		$879K Buy
21,812
+816
+4% +$33K 0.14% 41
2021
Q3 		$819K Buy
20,996
+557
+3% +$22K 0.15% 43
2021
Q2 		$825K Buy
20,439
+2,364
+13% +$94K 0.15% 42
2021
Q1 		$697K Buy
18,075
+299
+2% +$11.3K 0.13% 43
2020
Q4 		$607K Buy
17,776
+206
+1% +$6.33K 0.13% 48
2020
Q3 		$466K Buy
17,570
+897
+5% +$23.7K 0.12% 49
2020
Q2 		$418K Buy
16,673
+2,127
+15% +$49K 0.15% 45
2020
Q1 		$290K Buy
+14,546
New +$379K 0.13% 47

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

Hardy Reed's ESML Position: Q1 2026 in Review

Hardy Reed increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8.3% in Q1 2026, buying an estimated $96.6K and bringing the position to 25,866 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #88.

Hardy Reed first reported a position in ESML in Q1 2020 and has held it in 25 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Hardy Reed held 25,866 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.22M as of Q1 2026.
  • Hardy Reed bought 1,992 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $96.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Hardy Reed's portfolio in Q1 2026, its #88 holding.
  • Hardy Reed first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.