Key Financial Inc’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Key Financial Inc’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	$470K	Buy	10,000 +4,480	+81%	+$217K	0.08%	187
2025 Q4	$254K	Buy	5,520 +54	+1%	+$2.46K	0.05%	256
2025 Q3	$247K	Buy	5,466 +616	+13%	+$26.8K	0.05%	258
2025 Q2	$200K	Hold	4,850	–	–	0.04%	280
2025 Q1	$186K	Buy	+4,850	New	+$202K	0.04%	277
2023 Q2	–	Sell	-221	Closed	-$7.51K	–	1384
2023 Q1	$7.51K	Hold	221	–	–	﹤0.01%	739
2022 Q4	$6.78K	Hold	221	–	–	﹤0.01%	719
2022 Q3	$7K	Hold	221	–	–	﹤0.01%	711
2022 Q2	$7K	Hold	221	–	–	﹤0.01%	714
2022 Q1	$8K	Hold	221	–	–	﹤0.01%	681
2021 Q4	$9K	Hold	221	–	–	﹤0.01%	606
2021 Q3	$9K	Hold	221	–	–	0.01%	597
2021 Q2	$9K	Hold	221	–	–	0.01%	585
2021 Q1	$9K	Hold	221	–	–	0.01%	498
2020 Q4	$8K	Buy	+221	New	+$6.79K	0.01%	484

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

Key Financial Inc's ESML Position: Q1 2026 in Review

Key Financial Inc increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 81% in Q1 2026, buying an estimated $217K and bringing the position to 10,000 shares worth $470K. The position accounts for 0.08% of the portfolio, ranked #187.

Key Financial Inc first reported a position in ESML in Q4 2020 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Key Financial Inc held 10,000 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $470K as of Q1 2026.
Key Financial Inc bought 4,480 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $217K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Key Financial Inc's portfolio in Q1 2026, its #187 holding.
Key Financial Inc first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 15 quarters since.
448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.