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

Root Financial 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 		$236 Hold
5
– – ﹤0.01% 3111
2025
Q4 		$230 Hold
5
– – ﹤0.01% 2284
2025
Q3 		$226 Buy
+5
New +$217 ﹤0.01% 2205

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

Root Financial Partners's ESML Position: Q1 2026 in Review

Root Financial Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 5 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

Root Financial Partners first reported a position in ESML in Q3 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Root Financial Partners held 5 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $236 as of Q1 2026.
  • Root Financial Partners 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 Root Financial Partners's portfolio in Q1 2026, its #3111 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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