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

Phillips Financial 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 		$20.2K Hold
429
– – ﹤0.01% 260
2025
Q4 		$19.7K Hold
429
– – ﹤0.01% 279
2025
Q3 		$19.3K Hold
429
– – ﹤0.01% 279
2025
Q2 		$17.7K Hold
429
– – ﹤0.01% 248
2025
Q1 		$16.5K Hold
429
– – ﹤0.01% 242
2024
Q4 		$18K Sell
429
-240
-36% -$10.4K ﹤0.01% 238
2024
Q3 		$28K Buy
+669
New +$26.9K ﹤0.01% 231

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

Phillips Financial Management's ESML Position: Q1 2026 in Review

Phillips Financial Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 429 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Phillips Financial Management first reported a position in ESML in Q3 2024 and has held it in 7 quarters since. The position peaked at $28K in Q3 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Phillips Financial Management held 429 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $20.2K as of Q1 2026.
  • Phillips Financial Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #260 holding.
  • Phillips Financial Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Phillips Financial Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $28K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.