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NorthRock Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

NorthRock Partners’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 		$6.51M Buy
138,397
+1,407
+1% +$68.2K 0.1% 108
2025
Q4 		$6.3M Buy
136,990
+127,640
+1,365% +$5.82M 0.11% 104
2025
Q3 		$421K Buy
9,350
+3,930
+73% +$171K 0.01% 589
2025
Q2 		$224K Sell
5,420
-689
-11% -$26.7K 0.01% 615
2025
Q1 		$235K Sell
6,109
-359
-6% -$14.9K 0.01% 525
2024
Q4 		$272K Buy
6,468
+224
+4% +$9.68K 0.01% 502
2024
Q3 		$261K Buy
6,244
+1,863
+43% +$74.9K 0.01% 542
2024
Q2 		$169K Sell
4,381
-2,716
-38% -$105K 0.01% 589
2024
Q1 		$286K Sell
7,097
-5,093
-42% -$194K 0.01% 491
2023
Q4 		$463K Buy
+12,190
New +$416K 0.02% 343

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

NorthRock Partners's ESML Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1% in Q1 2026, buying an estimated $68.2K and bringing the position to 138,397 shares worth $6.51M. The position accounts for 0.1% of the portfolio, ranked #108.

NorthRock Partners first reported a position in ESML in Q4 2023 and has held it in 10 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • NorthRock Partners held 138,397 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.51M as of Q1 2026.
  • NorthRock Partners bought 1,407 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $68.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.1% of NorthRock Partners's portfolio in Q1 2026, its #108 holding.
  • NorthRock Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.