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

Sage Financial Group’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 		$2.12M Sell
45,152
-581
-1% -$28.2K 0.14% 42
2025
Q4 		$2.1M Sell
45,733
-370
-0.8% -$16.9K 0.14% 40
2025
Q3 		$2.08M Buy
46,103
+248
+0.5% +$10.8K 0.14% 40
2025
Q2 		$1.9M Buy
45,855
+721
+2% +$27.9K 0.14% 40
2025
Q1 		$1.73M Buy
45,134
+506
+1% +$21K 0.14% 42
2024
Q4 		$1.88M Sell
44,628
-767
-2% -$33.1K 0.15% 43
2024
Q3 		$1.9M Buy
45,395
+2,014
+5% +$81K 0.16% 42
2024
Q2 		$1.67M Buy
43,381
+2,811
+7% +$109K 0.14% 45
2024
Q1 		$1.63M Buy
40,570
+878
+2% +$33.4K 0.15% 44
2023
Q4 		$1.51M Buy
39,692
+2,200
+6% +$75.1K 0.15% 43
2023
Q3 		$1.26M Buy
37,492
+271
+0.7% +$9.65K 0.14% 45
2023
Q2 		$1.32M Buy
37,221
+4,123
+12% +$140K 0.14% 43
2023
Q1 		$1.12M Buy
33,098
+12,456
+60% +$435K 0.13% 48
2022
Q4 		$679K Buy
20,642
+2,129
+12% +$70.7K 0.08% 52
2022
Q3 		$568K Buy
18,513
+1
+0% +$34 0.08% 53
2022
Q2 		$583K Sell
18,512
-7,020
-27% -$242K 0.08% 53
2022
Q1 		$971K Buy
25,532
+8,894
+53% +$335K 0.11% 39
2021
Q4 		$671K Buy
16,638
+1,485
+10% +$60.1K 0.07% 46
2021
Q3 		$591K Buy
15,153
+661
+5% +$26.2K 0.07% 43
2021
Q2 		$585K Sell
14,492
-453
-3% -$18K 0.07% 43
2021
Q1 		$576K Buy
14,945
+1,564
+12% +$58.9K 0.08% 41
2020
Q4 		$457K Buy
13,381
+687
+5% +$21.1K 0.06% 45
2020
Q3 		$337K Buy
+12,694
New +$336K 0.06% 43
2020
Q2 		– Sell
-13,723
Closed -$274K – 71
2020
Q1 		$274K Buy
13,723
+2,787
+25% +$72.6K 0.05% 43
2019
Q4 		$316K Hold
10,936
– – 0.04% 43
2019
Q3 		$292K Hold
10,936
– – 0.04% 44
2019
Q2 		$295K Hold
10,936
– – 0.04% 49
2019
Q1 		$288K Buy
+10,936
New +$280K 0.04% 50

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

Sage Financial Group's ESML Position: Q1 2026 in Review

Sage Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.3% in Q1 2026, selling an estimated $28.2K and leaving 45,152 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #42.

Sage Financial Group first reported a position in ESML in Q1 2019 and has held it in 28 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Sage Financial Group held 45,152 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.12M as of Q1 2026.
  • Sage Financial Group sold 581 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $28.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.14% of Sage Financial Group's portfolio in Q1 2026, its #42 holding.
  • Sage Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.