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

Medallion 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
2026
Q1 		$1.27K Hold
27
– – ﹤0.01% 1042
2025
Q4 		$1.24K Hold
27
– – ﹤0.01% 1035
2025
Q3 		$1.22K Hold
27
– – ﹤0.01% 1018
2025
Q2 		$1.13K Buy
27
+3
+13% +$116 ﹤0.01% 1015
2025
Q1 		$926 Hold
24
– – ﹤0.01% 996
2024
Q4 		$1.01K Buy
+24
New +$1.04K ﹤0.01% 927

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

Medallion Wealth Advisors's ESML Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 27 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Medallion Wealth Advisors first reported a position in ESML in Q4 2024 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Medallion Wealth Advisors held 27 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.27K as of Q1 2026.
  • Medallion Wealth Advisors 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 ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1042 holding.
  • Medallion Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.