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

Modern Wealth Management’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 		$670K Buy
14,131
+4,445
+46% +$216K 0.01% 512
2025
Q4 		$445K Buy
9,686
+2,891
+43% +$132K 0.01% 560
2025
Q3 		$306K Buy
6,795
+504
+8% +$21.9K 0.01% 638
2025
Q2 		$260K Buy
6,291
+376
+6% +$14.6K 0.01% 651
2025
Q1 		$227K Buy
+5,915
New +$246K 0.01% 613

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

Modern Wealth Management's ESML Position: Q1 2026 in Review

Modern Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 46% in Q1 2026, buying an estimated $216K and bringing the position to 14,131 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #512.

Modern Wealth Management first reported a position in ESML in Q1 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Modern Wealth Management held 14,131 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $670K as of Q1 2026.
  • Modern Wealth Management bought 4,445 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $216K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #512 holding.
  • Modern Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.