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

rebel 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 		$2.52M Sell
53,515
-1,935
-3% -$93.9K 1.09% 36
2025
Q4 		$2.55M Buy
+55,450
New +$2.53M 1.09% 35
2025
Q3 		– Sell
-54,826
Closed -$2.38M – 37
2025
Q2 		$2.27M Buy
+54,826
New +$2.12M 1.03% 37

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

rebel Financial's ESML Position: Q1 2026 in Review

rebel Financial reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.5% in Q1 2026, selling an estimated $93.9K and leaving 53,515 shares worth $2.52M. The position accounts for 1.09% of the portfolio, ranked #36.

rebel Financial first reported a position in ESML in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q4 2025. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • rebel Financial held 53,515 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.52M as of Q1 2026.
  • rebel Financial sold 1,935 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $93.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.09% of rebel Financial's portfolio in Q1 2026, its #36 holding.
  • rebel Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.55M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.