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

Northwestern Mutual 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 Q2	$34.8M	Buy	621,438 +13,185	+2%	+$686K	0.02%	365
2026 Q1	$28.6M	Buy	608,253 +24,350	+4%	+$1.18M	0.02%	366
2025 Q4	$26.8M	Buy	583,903 +20,943	+4%	+$955K	0.02%	365
2025 Q3	$25.4M	Buy	562,960 +20,687	+4%	+$899K	0.02%	361
2025 Q2	$22.4M	Buy	542,273 +41,473	+8%	+$1.61M	0.02%	358
2025 Q1	$19.2M	Buy	500,800 +21,567	+5%	+$896K	0.02%	355
2024 Q4	$20.2M	Buy	479,233 +22,063	+5%	+$954K	0.02%	332
2024 Q3	$19.1M	Buy	457,170 +11,096	+2%	+$446K	0.02%	324
2024 Q2	$17.2M	Sell	446,074 -1,032	-0.2%	-$39.8K	0.02%	328
2024 Q1	$18M	Buy	447,106 +22,031	+5%	+$838K	0.02%	314
2023 Q4	$16.2M	Buy	425,075 +21,594	+5%	+$737K	0.02%	307
2023 Q3	$13.6M	Buy	403,481 +39,592	+11%	+$1.41M	0.02%	322
2023 Q2	$12.9M	Buy	363,889 +18,005	+5%	+$609K	0.02%	322
2023 Q1	$11.8M	Buy	345,884 +34,553	+11%	+$1.21M	0.02%	323
2022 Q4	$10.2M	Buy	311,331 +13,428	+5%	+$446K	0.02%	328
2022 Q3	$9.14M	Buy	297,903 +107,749	+57%	+$3.64M	0.02%	310
2022 Q2	$5.99M	Buy	190,154 +28,411	+18%	+$978K	0.01%	378
2022 Q1	$6.15M	Buy	161,743 +100,687	+165%	+$3.79M	0.01%	395
2021 Q4	$2.46M	Buy	61,056 +32,528	+114%	+$1.32M	﹤0.01%	568
2021 Q3	$1.11M	Buy	28,528 +2,393	+9%	+$94.7K	﹤0.01%	728
2021 Q2	$1.05M	Buy	26,135 +6,430	+33%	+$256K	﹤0.01%	749
2021 Q1	$760K	Buy	19,705 +9,360	+90%	+$353K	﹤0.01%	796
2020 Q4	$353K	Buy	10,345 +9,616	+1,319%	+$296K	﹤0.01%	946
2020 Q3	$19K	Buy	+729	New	+$19.3K	﹤0.01%	1813

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Northwestern Mutual Wealth Management's ESML Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.2% in Q2 2026, buying an estimated $686K and bringing the position to 621,438 shares worth $34.8M. The position accounts for 0.02% of the portfolio, ranked #365.

Northwestern Mutual Wealth Management first reported a position in ESML in Q3 2020 and has held it in 24 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Northwestern Mutual Wealth Management held 621,438 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $34.8M as of Q2 2026.
Northwestern Mutual Wealth Management bought 13,185 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $686K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #365 holding.
Northwestern Mutual Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.