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

Hurlow Wealth Management Group’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 		$291K Hold
6,188
– – 0.07% 99
2025
Q4 		$285K Hold
6,188
– – 0.07% 100
2025
Q3 		$279K Sell
6,188
-2,177
-26% -$94.6K 0.07% 95
2025
Q2 		$346K Hold
8,365
– – 0.1% 87
2025
Q1 		$321K Sell
8,365
-5,147
-38% -$214K 0.1% 85
2024
Q4 		$568K Hold
13,512
– – 0.18% 56
2024
Q3 		$565K Buy
13,512
+119
+0.9% +$4.78K 0.18% 60
2024
Q2 		$516K Buy
13,393
+353
+3% +$13.6K 0.18% 61
2024
Q1 		$525K Hold
13,040
– – 0.19% 63
2023
Q4 		$496K Buy
13,040
+144
+1% +$4.92K 0.19% 61
2023
Q3 		$434K Buy
12,896
+1,167
+10% +$41.5K 0.19% 66
2023
Q2 		$417K Buy
11,729
+60
+0.5% +$2.03K 0.18% 68
2023
Q1 		$397K Hold
11,669
– – 0.18% 68
2022
Q4 		$384K Buy
11,669
+1,937
+20% +$64.3K 0.2% 69
2022
Q3 		$298K Buy
9,732
+2,260
+30% +$76.3K 0.17% 72
2022
Q2 		$235K Buy
7,472
+575
+8% +$19.8K 0.14% 87
2022
Q1 		$262K Buy
+6,897
New +$260K 0.16% 80
2021
Q4 		– Sell
-7,617
Closed -$297K – 91
2021
Q3 		$297K Buy
+7,617
New +$301K 0.18% 76

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

Hurlow Wealth Management Group's ESML Position: Q1 2026 in Review

Hurlow Wealth Management Group held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 6,188 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #99.

Hurlow Wealth Management Group first reported a position in ESML in Q3 2021 and has held it in 18 quarters since. The position peaked at $568K in Q4 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Hurlow Wealth Management Group held 6,188 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $291K as of Q1 2026.
  • Hurlow Wealth Management Group left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #99 holding.
  • Hurlow Wealth Management Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • Hurlow Wealth Management Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $568K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.