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

Shepherd 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 		$677K Sell
14,397
-1,315
-8% -$63.8K 0.06% 135
2025
Q4 		$722K Buy
15,712
+2,708
+21% +$123K 0.07% 136
2025
Q3 		$586K Sell
13,004
-75
-0.6% -$3.26K 0.06% 148
2025
Q2 		$541K Buy
13,079
+13
+0.1% +$503 0.06% 152
2025
Q1 		$502K Sell
13,066
-943
-7% -$39.2K 0.06% 150
2024
Q4 		$589K Buy
14,009
+209
+2% +$9.03K 0.07% 132
2024
Q3 		$577K Sell
13,800
-1,404
-9% -$56.4K 0.07% 136
2024
Q2 		$585K Buy
15,204
+14
+0.1% +$540 0.08% 136
2024
Q1 		$612K Buy
15,190
+142
+0.9% +$5.4K 0.08% 135
2023
Q4 		$572K Buy
15,048
+549
+4% +$18.7K 0.08% 133
2023
Q3 		$488K Sell
14,499
-143
-1% -$5.09K 0.08% 132
2023
Q2 		$520K Sell
14,642
-263
-2% -$8.9K 0.08% 127
2023
Q1 		$507K Sell
14,905
-184
-1% -$6.42K 0.08% 128
2022
Q4 		$496K Buy
+15,089
New +$501K 0.09% 122

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

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

Shepherd Financial Partners reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8.4% in Q1 2026, selling an estimated $63.8K and leaving 14,397 shares worth $677K. The position accounts for 0.06% of the portfolio, ranked #135.

Shepherd Financial Partners first reported a position in ESML in Q4 2022 and has held it in 14 quarters since. The position peaked at $722K in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Shepherd Financial Partners held 14,397 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $677K as of Q1 2026.
  • Shepherd Financial Partners sold 1,315 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $63.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Shepherd Financial Partners's portfolio in Q1 2026, its #135 holding.
  • Shepherd Financial Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Shepherd Financial Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $722K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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