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

IAG Wealth Partners’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	$8.7K	Hold	185	–	–	﹤0.01%	396
2025 Q4	$8.51K	Hold	185	–	–	﹤0.01%	372
2025 Q3	$8.34K	Hold	185	–	–	﹤0.01%	390
2025 Q2	$7.65K	Hold	185	–	–	﹤0.01%	369
2025 Q1	$7.11K	Hold	185	–	–	﹤0.01%	373
2024 Q4	$7.78K	Hold	185	–	–	﹤0.01%	373
2024 Q3	$7.74K	Hold	185	–	–	﹤0.01%	373
2024 Q2	$7.12K	Hold	185	–	–	﹤0.01%	367
2024 Q1	$7.45K	Hold	185	–	–	﹤0.01%	351
2023 Q4	$7.03K	Hold	185	–	–	﹤0.01%	345
2023 Q3	$6.22K	Hold	185	–	–	﹤0.01%	350
2023 Q2	$6.57K	Hold	185	–	–	﹤0.01%	357
2023 Q1	$6.29K	Hold	185	–	–	﹤0.01%	366
2022 Q4	$6.08K	Hold	185	–	–	﹤0.01%	339
2022 Q3	$6K	Hold	185	–	–	﹤0.01%	325
2022 Q2	$6K	Hold	185	–	–	﹤0.01%	320
2022 Q1	$7K	Hold	185	–	–	﹤0.01%	326
2021 Q4	$7K	Hold	185	–	–	﹤0.01%	327
2021 Q3	$8K	Sell	185 -174	-48%	-$6.88K	﹤0.01%	285
2021 Q2	$15K	Hold	359	–	–	0.01%	214
2021 Q1	$14K	Hold	359	–	–	0.01%	221
2020 Q4	$13K	Hold	359	–	–	0.01%	212
2020 Q3	$10K	Hold	359	–	–	﹤0.01%	222
2020 Q2	$10K	Buy	+359	New	+$8.28K	﹤0.01%	220

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

IAG Wealth Partners's ESML Position: Q1 2026 in Review

IAG Wealth Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 185 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

IAG Wealth Partners first reported a position in ESML in Q2 2020 and has held it in 24 quarters since. The position peaked at $15K in Q2 2021. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

IAG Wealth Partners held 185 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $8.7K as of Q1 2026.
IAG Wealth Partners 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 ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #396 holding.
IAG Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
IAG Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $15K in Q2 2021.
448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.