NAS
ESML icon

NWF Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

NWF Advisory Services’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 		$371K Buy
7,881
+8
+0.1% +$388 0.04% 254
2025
Q4 		$362K Sell
7,873
-213
-3% -$9.71K 0.04% 251
2025
Q3 		$365K Buy
8,086
+536
+7% +$23.3K 0.04% 257
2025
Q2 		$312K Sell
7,550
-246
-3% -$9.52K 0.04% 288
2025
Q1 		$299K Buy
7,796
+2,065
+36% +$85.8K 0.04% 252
2024
Q4 		$241K Buy
+5,731
New +$248K 0.04% 225

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

NWF Advisory Services's ESML Position: Q1 2026 in Review

NWF Advisory Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.1% in Q1 2026, buying an estimated $388 and bringing the position to 7,881 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #254.

NWF Advisory Services first reported a position in ESML in Q4 2024 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • NWF Advisory Services held 7,881 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $371K as of Q1 2026.
  • NWF Advisory Services bought 8 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $388.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #254 holding.
  • NWF Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.