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Midwest Trust’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Midwest Trust’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 		$386K Buy
8,211
+281
+4% +$13.6K ﹤0.01% 469
2025
Q4 		$365K Sell
7,930
-9
-0.1% -$410 ﹤0.01% 474
2025
Q3 		$358K Sell
7,939
-3,189
-29% -$139K ﹤0.01% 477
2025
Q2 		$460K Buy
+11,128
New +$431K 0.01% 432

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

Midwest Trust's ESML Position: Q1 2026 in Review

Midwest Trust increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.5% in Q1 2026, buying an estimated $13.6K and bringing the position to 8,211 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Midwest Trust first reported a position in ESML in Q2 2025 and has held it in 4 quarters since. The position peaked at $460K in Q2 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Midwest Trust held 8,211 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $386K as of Q1 2026.
  • Midwest Trust bought 281 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $13.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #469 holding.
  • Midwest Trust first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $460K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.