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

NewEdge Wealth’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 		$831K Buy
17,674
+2,207
+14% +$107K 0.01% 671
2025
Q4 		$711K Hold
15,467
– – 0.01% 721
2025
Q3 		$698K Buy
15,467
+4,442
+40% +$193K 0.01% 652
2025
Q2 		$462K Sell
11,025
-2,495
-18% -$96.6K 0.01% 734
2025
Q1 		$519K Buy
13,520
+345
+3% +$14.3K 0.01% 638
2024
Q4 		$554K Buy
13,175
+1,854
+16% +$80.1K 0.01% 616
2024
Q3 		$473K Sell
11,321
-124
-1% -$4.99K 0.01% 627
2024
Q2 		$441K Buy
11,445
+127
+1% +$4.9K 0.01% 577
2024
Q1 		$432K Sell
11,318
-10,166
-47% -$387K 0.01% 593
2023
Q4 		$817K Sell
21,484
-142
-0.7% -$4.85K 0.02% 433
2023
Q3 		$728K Buy
+21,626
New +$770K 0.02% 405

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 Wealth's ESML Position: Q1 2026 in Review

NewEdge Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 14% in Q1 2026, buying an estimated $107K and bringing the position to 17,674 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #671.

NewEdge Wealth first reported a position in ESML in Q3 2023 and has held it in 11 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • NewEdge Wealth held 17,674 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $831K as of Q1 2026.
  • NewEdge Wealth bought 2,207 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $107K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #671 holding.
  • NewEdge Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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