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

Raymond James Financial’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 		$7.31M Sell
155,570
-2,921
-2% -$142K ﹤0.01% 2275
2025
Q4 		$7.29M Buy
158,491
+20,633
+15% +$941K ﹤0.01% 2225
2025
Q3 		$6.21M Buy
137,858
+15,953
+13% +$693K ﹤0.01% 2308
2025
Q2 		$5.04M Sell
121,905
-28,260
-19% -$1.09M ﹤0.01% 2377
2025
Q1 		$5.77M Buy
150,165
+21,587
+17% +$897K ﹤0.01% 2234
2024
Q4 		$5.41M Buy
+128,578
New +$5.56M ﹤0.01% 2280

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

Raymond James Financial's ESML Position: Q1 2026 in Review

Raymond James Financial reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.8% in Q1 2026, selling an estimated $142K and leaving 155,570 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Raymond James Financial 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.

  • Raymond James Financial held 155,570 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $7.31M as of Q1 2026.
  • Raymond James Financial sold 2,921 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $142K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2275 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.