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

Horizons 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	$94.7K	Sell	2,014 -565	-22%	-$27.4K	0.06%	82
2025 Q4	$119K	Hold	2,579	–	–	0.08%	77
2025 Q3	$116K	Sell	2,579 -224	-8%	-$9.73K	0.08%	81
2025 Q2	$116K	Hold	2,803	–	–	0.08%	78
2025 Q1	$108K	Hold	2,803	–	–	0.08%	79
2024 Q4	$118K	Hold	2,803	–	–	0.09%	72
2024 Q3	$117K	Hold	2,803	–	–	0.09%	77
2024 Q2	$113K	Sell	2,803 -2,324	-45%	-$89.7K	0.09%	77
2024 Q1	$195K	Hold	5,127	–	–	0.13%	62
2023 Q4	$195K	Buy	+5,127	New	+$175K	0.13%	62

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Horizons Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 22% in Q1 2026, selling an estimated $27.4K and leaving 2,014 shares worth $94.7K. The position accounts for 0.06% of the portfolio, ranked #82.

Horizons Wealth Management first reported a position in ESML in Q4 2023 and has held it in 10 quarters since. The position peaked at $195K in Q1 2024. 450 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Horizons Wealth Management held 2,014 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $94.7K as of Q1 2026.
Horizons Wealth Management sold 565 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $27.4K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Horizons Wealth Management's portfolio in Q1 2026, its #82 holding.
Horizons Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Horizons Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $195K in Q1 2024.
450 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.