Johnson Financial Group LLC (Colorado)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$537K	Hold	11,415	–	–	0.04%	88
2025 Q4	$525K	Hold	11,415	–	–	0.03%	69
2025 Q3	$515K	Hold	11,415	–	–	0.05%	51
2025 Q2	$472K	Hold	11,415	–	–	0.04%	44
2025 Q1	$438K	Hold	11,415	–	–	0.05%	53
2024 Q4	$480K	Buy	11,415 +4,056	+55%	+$175K	0.06%	34
2024 Q3	$308K	Hold	7,359	–	–	0.04%	41
2024 Q2	$283K	Hold	7,359	–	–	0.04%	38
2024 Q1	$296K	Hold	7,359	–	–	0.04%	35
2023 Q4	$280K	Buy	+7,359	New	+$251K	0.04%	41

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

Johnson Financial Group LLC (Colorado)'s ESML Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 11,415 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #88.

Johnson Financial Group LLC (Colorado) first reported a position in ESML in Q4 2023 and has held it in 10 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 11,415 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $537K as of Q1 2026.
Johnson Financial Group LLC (Colorado) 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 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #88 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.