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Ipsen Advisor Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ipsen Advisor 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 		$400K Buy
8,512
+4,041
+90% +$196K 0.28% 84
2025
Q4 		$206K Buy
+4,471
New +$204K 0.15% 101
2022
Q4 		$252K Buy
+7,669
New +$255K 0.29% 88

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

Ipsen Advisor Group's ESML Position: Q1 2026 in Review

Ipsen Advisor Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 90% in Q1 2026, buying an estimated $196K and bringing the position to 8,512 shares worth $400K. The position accounts for 0.28% of the portfolio, ranked #84.

Ipsen Advisor Group first reported a position in ESML in Q4 2022 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Ipsen Advisor Group held 8,512 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $400K as of Q1 2026.
  • Ipsen Advisor Group bought 4,041 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $196K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.28% of Ipsen Advisor Group's portfolio in Q1 2026, its #84 holding.
  • Ipsen Advisor Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.