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

NewEdge 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 		$691K Sell
14,696
-5,194
-26% -$252K ﹤0.01% 1745
2025
Q4 		$915K Sell
19,890
-2,704
-12% -$123K ﹤0.01% 1549
2025
Q3 		$1.02M Sell
22,594
-778
-3% -$33.8K ﹤0.01% 1391
2025
Q2 		$966K Buy
23,372
+2,436
+12% +$94.3K 0.01% 1312
2025
Q1 		$804K Sell
20,936
-10,380
-33% -$431K ﹤0.01% 1309
2024
Q4 		$1.32M Buy
31,316
+2,729
+10% +$118K 0.01% 1027
2024
Q3 		$1.2M Buy
28,587
+2,206
+8% +$88.7K 0.01% 1021
2024
Q2 		$1.02M Buy
26,381
+1,661
+7% +$64.1K 0.01% 1058
2024
Q1 		$995K Buy
24,720
+5,726
+30% +$218K 0.01% 1002
2023
Q4 		$709K Buy
18,994
+6,865
+57% +$234K 0.01% 1111
2023
Q3 		$408K Buy
12,129
+2,759
+29% +$98.2K ﹤0.01% 1272
2023
Q2 		$333K Buy
9,370
+1,640
+21% +$55.5K ﹤0.01% 1410
2023
Q1 		$263K Buy
7,730
+343
+5% +$12K ﹤0.01% 1427
2022
Q4 		$243K Buy
+7,387
New +$245K 0.01% 1105
2022
Q3 		– Sell
-8,041
Closed -$253K – 1563
2022
Q2 		$253K Buy
+8,041
New +$277K ﹤0.01% 1286
2022
Q1 		– Sell
-8,562
Closed -$345K – 1299
2021
Q4 		$345K Buy
+8,562
New +$347K 0.01% 1259

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

NewEdge Advisors's ESML Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 26% in Q1 2026, selling an estimated $252K and leaving 14,696 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

NewEdge Advisors first reported a position in ESML in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • NewEdge Advisors held 14,696 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $691K as of Q1 2026.
  • NewEdge Advisors sold 5,194 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $252K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1745 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.32M in Q4 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.