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

Rossby 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 		$75.8K Buy
1,598
+681
+74% +$33K 0.02% 618
2025
Q4 		$42.2K Sell
917
-2
-0.2% -$91 0.01% 580
2025
Q3 		$41.6K Buy
919
+651
+243% +$28.3K 0.01% 568
2025
Q2 		$11.1K Hold
268
– – ﹤0.01% 770
2025
Q1 		$9.98K Buy
+268
New +$11.1K ﹤0.01% 721

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

Rossby Financial's ESML Position: Q1 2026 in Review

Rossby Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 74% in Q1 2026, buying an estimated $33K and bringing the position to 1,598 shares worth $75.8K. The position accounts for 0.02% of the portfolio, ranked #618.

Rossby Financial first reported a position in ESML in Q1 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Rossby Financial held 1,598 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $75.8K as of Q1 2026.
  • Rossby Financial bought 681 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $33K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #618 holding.
  • Rossby Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.