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

Mokosak Advisory 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 		$469K Sell
9,971
-441
-4% -$21.4K 0.12% 21
2025
Q4 		$479K Sell
10,412
-167
-2% -$7.61K 0.12% 21
2025
Q3 		$477K Buy
10,579
+2,010
+23% +$87.3K 0.12% 22
2025
Q2 		$354K Buy
8,569
+24
+0.3% +$929 0.1% 23
2025
Q1 		$328K Sell
8,545
-46
-0.5% -$1.91K 0.1% 22
2024
Q4 		$361K Sell
8,591
-104
-1% -$4.5K 0.11% 21
2024
Q3 		$364K Sell
8,695
-227
-3% -$9.13K 0.11% 23
2024
Q2 		$344K Sell
8,922
-102
-1% -$3.94K 0.11% 21
2024
Q1 		$363K Sell
9,024
-1,639
-15% -$62.4K 0.12% 21
2023
Q4 		$405K Buy
10,663
+262
+3% +$8.94K 0.15% 19
2023
Q3 		$350K Sell
10,401
-1
-0% -$36 0.14% 19
2023
Q2 		$370K Buy
10,402
+33
+0.3% +$1.12K 0.15% 19
2023
Q1 		$352K Sell
10,369
-83
-0.8% -$2.9K 0.15% 19
2022
Q4 		$344K Sell
10,452
-271
-3% -$9K 0.15% 20
2022
Q3 		$329K Sell
10,723
-399
-4% -$13.5K 0.16% 22
2022
Q2 		$351K Buy
11,122
+17
+0.2% +$585 0.17% 18
2022
Q1 		$422K Buy
11,105
+181
+2% +$6.82K 0.17% 19
2021
Q4 		$440K Buy
10,924
+1,395
+15% +$56.5K 0.17% 18
2021
Q3 		$372K Buy
9,529
+318
+3% +$12.6K 0.15% 18
2021
Q2 		$371K Sell
9,211
-447
-5% -$17.8K 0.16% 18
2021
Q1 		$372K Sell
9,658
-1,308
-12% -$49.3K 0.17% 17
2020
Q4 		$374K Sell
10,966
-88
-0.8% -$2.71K 0.18% 17
2020
Q3 		$293K Buy
11,054
+424
+4% +$11.2K 0.17% 17
2020
Q2 		$266K Buy
10,630
+62
+0.6% +$1.43K 0.16% 18
2020
Q1 		$211K Buy
10,568
+2,022
+24% +$52.6K 0.16% 18
2019
Q4 		$247K Sell
8,546
-195
-2% -$5.39K 0.15% 22
2019
Q3 		$233K Buy
+8,741
New +$234K 0.15% 23

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

Mokosak Advisory Group's ESML Position: Q1 2026 in Review

Mokosak Advisory Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.2% in Q1 2026, selling an estimated $21.4K and leaving 9,971 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #21.

Mokosak Advisory Group first reported a position in ESML in Q3 2019 and has held it in 27 quarters since. The position peaked at $479K in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Mokosak Advisory Group held 9,971 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $469K as of Q1 2026.
  • Mokosak Advisory Group sold 441 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $21.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.12% of Mokosak Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Mokosak Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Mokosak Advisory Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $479K 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 Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.