Horizon Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Horizon Investments’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	$815K	Buy	17,324 +13,206	+321%	+$641K	0.01%	717
2025 Q4	$189K	Sell	4,118 -1,143	-22%	-$52.1K	﹤0.01%	962
2025 Q3	$237K	Buy	5,261 +74	+1%	+$3.21K	﹤0.01%	905
2025 Q2	$214K	Sell	5,187 -451	-8%	-$17.5K	﹤0.01%	884
2025 Q1	$217K	Sell	5,638 -38	-0.7%	-$1.58K	0.01%	531
2024 Q4	$239K	Sell	5,676 -499	-8%	-$21.6K	0.01%	499
2024 Q3	$258K	Sell	6,175 -108	-2%	-$4.34K	0.01%	488
2024 Q2	$242K	Buy	+6,283	New	+$243K	0.01%	510

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Horizon Investments's ESML Position: Q1 2026 in Review

Horizon Investments increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 321% in Q1 2026, buying an estimated $641K and bringing the position to 17,324 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #717.

Horizon Investments first reported a position in ESML in Q2 2024 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Horizon Investments held 17,324 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $815K as of Q1 2026.
Horizon Investments bought 13,206 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $641K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #717 holding.
Horizon Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.