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

Opes 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
Q1 		$1.03M Buy
21,996
+60
+0.3% +$2.91K 0.17% 70
2025
Q4 		$1.01M Sell
21,936
-130
-0.6% -$5.93K 0.16% 75
2025
Q3 		$995K Sell
22,066
-875
-4% -$38K 0.17% 70
2025
Q2 		$948K Buy
22,941
+2,452
+12% +$94.9K 0.17% 69
2025
Q1 		$787K Buy
20,489
+7,258
+55% +$302K 0.16% 70
2024
Q4 		$556K Sell
13,231
-1,035
-7% -$44.7K 0.11% 79
2024
Q3 		$597K Buy
14,266
+315
+2% +$12.7K 0.11% 73
2024
Q2 		$537K Buy
13,951
+620
+5% +$23.9K 0.11% 79
2024
Q1 		$537K Buy
13,331
+42
+0.3% +$1.6K 0.12% 79
2023
Q4 		$505K Buy
13,289
+4,945
+59% +$169K 0.12% 80
2023
Q3 		$281K Buy
+8,344
New +$297K 0.08% 102

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

Opes Wealth Management's ESML Position: Q1 2026 in Review

Opes Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.27% in Q1 2026, buying an estimated $2.91K and bringing the position to 21,996 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #70.

Opes Wealth Management 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.

  • Opes Wealth Management held 21,996 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.03M as of Q1 2026.
  • Opes Wealth Management bought 60 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $2.91K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.17% of Opes Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Opes Wealth Management 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 Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.