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

Larson Financial 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 		$164K Sell
3,495
-1,180
-25% -$57.2K 0.01% 781
2025
Q4 		$215K Buy
4,675
+1,951
+72% +$88.9K 0.01% 679
2025
Q3 		$123K Sell
2,724
-331
-11% -$14.4K ﹤0.01% 835
2025
Q2 		$126K Buy
3,055
+230
+8% +$8.9K 0.01% 771
2025
Q1 		$109K Buy
2,825
+2
+0.1% +$83 0.01% 775
2024
Q4 		$119K Buy
2,823
+309
+12% +$13.4K 0.01% 690
2024
Q3 		$105K Buy
2,514
+596
+31% +$24K 0.01% 718
2024
Q2 		$73.9K Buy
1,918
+812
+73% +$31.3K 0.01% 721
2024
Q1 		$44.5K Buy
1,106
+2
+0.2% +$76 ﹤0.01% 717
2023
Q4 		$42K Buy
1,104
+7
+0.6% +$239 ﹤0.01% 688
2023
Q3 		$36.9K Hold
1,097
– – ﹤0.01% 688
2023
Q2 		$39K Buy
1,097
+27
+3% +$914 ﹤0.01% 608
2023
Q1 		$36.4K Buy
1,070
+145
+16% +$5.06K ﹤0.01% 613
2022
Q4 		$30.4K Buy
925
+91
+11% +$3.02K ﹤0.01% 608
2022
Q3 		$26K Hold
834
– – ﹤0.01% 572
2022
Q2 		$26K Buy
834
+3
+0.4% +$103 ﹤0.01% 494
2022
Q1 		$32K Buy
831
+419
+102% +$15.8K 0.01% 442
2021
Q4 		$17K Buy
412
+79
+24% +$3.2K ﹤0.01% 576
2021
Q3 		$13K Hold
333
– – ﹤0.01% 535
2021
Q2 		$13K Buy
333
+2
+0.6% +$80 ﹤0.01% 510
2021
Q1 		$13K Hold
331
– – ﹤0.01% 487
2020
Q4 		$11K Buy
331
+37
+13% +$1.14K ﹤0.01% 476
2020
Q3 		$8K Hold
294
– – ﹤0.01% 468
2020
Q2 		$7K Buy
+294
New +$6.78K ﹤0.01% 436

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

Larson Financial Group's ESML Position: Q1 2026 in Review

Larson Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 25% in Q1 2026, selling an estimated $57.2K and leaving 3,495 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #781.

Larson Financial Group first reported a position in ESML in Q2 2020 and has held it in 24 quarters since. The position peaked at $215K in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Larson Financial Group held 3,495 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $164K as of Q1 2026.
  • Larson Financial Group sold 1,180 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $57.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #781 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $215K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.