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Long Run Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Long Run Wealth Advisors’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
2025
Q4 		$840K Buy
18,262
+179
+1% +$8.16K 0.16% 69
2025
Q3 		$815K Sell
18,083
-1,292
-7% -$56.1K 0.16% 67
2025
Q2 		$801K Sell
19,375
-592
-3% -$22.9K 0.17% 67
2025
Q1 		$767K Buy
19,967
+660
+3% +$27.4K 0.17% 70
2024
Q4 		$812K Sell
19,307
-1,159
-6% -$50.1K 0.19% 67
2024
Q3 		$856K Buy
20,466
+557
+3% +$22.4K 0.2% 67
2024
Q2 		$766K Sell
19,909
-2,746
-12% -$106K 0.19% 68
2024
Q1 		$912K Sell
22,655
-481
-2% -$18.3K 0.24% 66
2023
Q4 		$879K Sell
23,136
-219
-0.9% -$7.47K 0.25% 65
2023
Q3 		$786K Sell
23,355
-1,227
-5% -$43.7K 0.25% 64
2023
Q2 		$873K Sell
24,582
-68
-0.3% -$2.3K 0.28% 65
2023
Q1 		$838K Sell
24,650
-1,667
-6% -$58.2K 0.29% 64
2022
Q4 		$865K Buy
26,317
+2,350
+10% +$78K 0.31% 65
2022
Q3 		$735K Buy
23,967
+795
+3% +$26.8K 0.29% 68
2022
Q2 		$730K Buy
23,172
+2,079
+10% +$71.5K 0.28% 65
2022
Q1 		$796K Buy
21,093
+2,253
+12% +$84.9K 0.28% 64
2021
Q4 		$754K Buy
+18,840
New +$763K 0.26% 69

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
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

Long Run Wealth Advisors's ESML Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.99% in Q4 2025, buying an estimated $8.16K and bringing the position to 18,262 shares worth $840K. The position accounts for 0.16% of the portfolio, ranked #69.

Long Run Wealth Advisors first reported a position in ESML in Q4 2021 and has held it in 17 quarters since. The position peaked at $912K in Q1 2024. 421 funds tracked by Wall St. Rank hold ESML as of Q4 2025.

  • Long Run Wealth Advisors held 18,262 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $840K as of Q4 2025.
  • Long Run Wealth Advisors bought 179 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2025, an estimated $8.16K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.16% of Long Run Wealth Advisors's portfolio in Q4 2025, its #69 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $912K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.