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

Mowery & Schoenfeld 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 		– Sell
-75
Closed -$3.45K – 405
2025
Q4 		$3.45K Buy
+75
New +$3.42K 0.01% 359

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 $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ESML Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 75 shares — an estimated $3.45K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ESML in Q4 2025 and held it in 1 quarter. The position peaked at $3.45K in Q4 2025. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 75 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $3.45K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.45K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.