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

Riverwater 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 		$376K Buy
7,995
+5
+0.1% +$243 0.13% 150
2025
Q4 		$367K Sell
7,990
-125
-2% -$5.7K 0.14% 153
2025
Q3 		$366K Sell
8,115
-148
-2% -$6.43K 0.15% 152
2025
Q2 		$342K Sell
8,263
-1,705
-17% -$66K 0.16% 150
2025
Q1 		$383K Sell
9,968
-821
-8% -$34.1K 0.2% 121
2024
Q4 		$454K Buy
10,789
+46
+0.4% +$1.99K 0.22% 110
2024
Q3 		$444K Buy
10,743
+72
+0.7% +$2.89K 0.22% 117
2024
Q2 		$411K Buy
10,671
+264
+3% +$10.2K 0.3% 97
2024
Q1 		$419K Buy
10,407
+46
+0.4% +$1.75K 0.31% 97
2023
Q4 		$394K Sell
10,361
-616
-6% -$21K 0.31% 97
2023
Q3 		$369K Sell
10,977
-2,888
-21% -$103K 0.34% 96
2023
Q2 		$492K Buy
13,865
+24
+0.2% +$812 0.44% 73
2023
Q1 		$470K Sell
13,841
-3,173
-19% -$111K 0.43% 71
2022
Q4 		$559K Sell
17,014
-884
-5% -$29.4K 0.48% 64
2022
Q3 		$549K Buy
17,898
+458
+3% +$15.5K 0.55% 59
2022
Q2 		$549K Buy
17,440
+1
+0% +$34 0.55% 52
2022
Q1 		$663K Sell
17,439
-887
-5% -$33.4K 1.09% 36
2021
Q4 		$739K Buy
+18,326
New +$742K 0.66% 46

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

Riverwater Partners's ESML Position: Q1 2026 in Review

Riverwater Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.06% in Q1 2026, buying an estimated $243 and bringing the position to 7,995 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #150.

Riverwater Partners first reported a position in ESML in Q4 2021 and has held it in 18 quarters since. The position peaked at $739K in Q4 2021. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Riverwater Partners held 7,995 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $376K as of Q1 2026.
  • Riverwater Partners bought 5 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $243.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.13% of Riverwater Partners's portfolio in Q1 2026, its #150 holding.
  • Riverwater Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $739K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.