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

Sage Mountain Advisors’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 		$55.6K Hold
1,183
– – ﹤0.01% 242
2025
Q4 		$54.4K Buy
+1,183
New +$53.9K ﹤0.01% 526

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 Mountain Advisors's ESML Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 1,183 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Sage Mountain Advisors first reported a position in ESML in Q4 2025 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Sage Mountain Advisors held 1,183 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $55.6K as of Q1 2026.
  • Sage Mountain Advisors 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 Sage Mountain Advisors's portfolio in Q1 2026, its #242 holding.
  • Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 2 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 Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.