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

Sandbox 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 		$849K Buy
18,063
+3,986
+28% +$193K 0.24% 55
2025
Q4 		$647K Sell
14,077
-386
-3% -$17.6K 0.18% 61
2025
Q3 		$652K Buy
14,463
+6,143
+74% +$267K 0.19% 64
2025
Q2 		$344K Buy
+8,320
New +$322K 0.11% 84
2025
Q1 		– Sell
-8,652
Closed -$364K – 110
2024
Q4 		$364K Buy
8,652
+884
+11% +$38.2K 0.12% 79
2024
Q3 		$325K Buy
+7,768
New +$312K 0.12% 78

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

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

Sandbox Financial Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 28% in Q1 2026, buying an estimated $193K and bringing the position to 18,063 shares worth $849K. The position accounts for 0.24% of the portfolio, ranked #55.

Sandbox Financial Partners first reported a position in ESML in Q3 2024 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Sandbox Financial Partners held 18,063 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $849K as of Q1 2026.
  • Sandbox Financial Partners bought 3,986 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $193K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.24% of Sandbox Financial Partners's portfolio in Q1 2026, its #55 holding.
  • Sandbox Financial Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.