Root Financial Partners
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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
Q3 		$2.65K Buy
+51
New +$2.78K ﹤0.01% 2507
2026
Q2 		– Sell
-5
Closed -$236 – 1278
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
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's ESML Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026: 51 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #2507 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESML as recently as Q1 2026.

Root Financial Partners first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Root Financial Partners held 51 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.65K as of Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Root Financial Partners position in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2507 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 4 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.