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ESML icon

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

&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 		$881K Buy
18,653
+151
+0.8% +$7.32K ﹤0.01% 1373
2025
Q4 		$851K Buy
18,502
+803
+5% +$36.6K ﹤0.01% 1312
2025
Q3 		$798K Sell
17,699
-1,171
-6% -$50.9K 0.01% 1190
2025
Q2 		$780K Sell
18,870
-3,197
-14% -$124K 0.01% 1109
2025
Q1 		$849K Buy
22,067
+1,364
+7% +$56.7K 0.01% 891
2024
Q4 		$879K Buy
20,703
+14,317
+224% +$619K 0.01% 826
2024
Q3 		$267K Buy
6,386
+211
+3% +$8.48K 0.01% 1169
2024
Q2 		$238K Buy
6,175
+156
+3% +$6.02K 0.01% 792
2024
Q1 		$242K Buy
+6,019
New +$229K 0.03% 417

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

&Partners's ESML Position: Q1 2026 in Review

&Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.82% in Q1 2026, buying an estimated $7.32K and bringing the position to 18,653 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

&Partners first reported a position in ESML in Q1 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • &Partners held 18,653 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $881K as of Q1 2026.
  • &Partners bought 151 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $7.32K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1373 holding.
  • &Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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