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SigFig Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

SigFig Wealth Management’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 		– Sell
-197,887
Closed -$9.1M – 140
2025
Q4 		$9.1M Sell
197,887
-2,609
-1% -$119K 0.27% 42
2025
Q3 		$9.02M Sell
200,496
-55,266
-22% -$2.4M 0.28% 40
2025
Q2 		$10.6M Buy
255,762
+16,849
+7% +$652K 0.35% 37
2025
Q1 		$9.19M Buy
238,913
+11,630
+5% +$483K 0.33% 35
2024
Q4 		$9.54M Buy
227,283
+8,107
+4% +$350K 0.35% 35
2024
Q3 		$9.15M Sell
219,176
-73,489
-25% -$2.95M 0.33% 34
2024
Q2 		$11.3M Buy
292,665
+31,779
+12% +$1.23M 0.42% 31
2024
Q1 		$10.5M Buy
260,886
+28,305
+12% +$1.08M 0.39% 34
2023
Q4 		$8.84M Buy
232,581
+31,140
+15% +$1.06M 0.34% 37
2023
Q3 		$6.78M Buy
201,441
+17,376
+9% +$619K 0.27% 38
2023
Q2 		$6.51M Buy
184,065
+35,075
+24% +$1.19M 0.25% 45
2023
Q1 		$5.06M Buy
148,990
+31,174
+26% +$1.09M 0.28% 47
2022
Q4 		$4.24M Buy
117,816
+27,333
+30% +$908K 0.21% 46
2022
Q3 		$3.1M Buy
90,483
+45,767
+102% +$1.54M 0.16% 51
2022
Q2 		$1.73M Buy
44,716
+18,650
+72% +$642K 0.09% 61
2022
Q1 		$1.07M Buy
26,066
+3,044
+13% +$115K 0.05% 73
2021
Q4 		$921K Buy
23,022
+6,274
+37% +$254K 0.04% 74
2021
Q3 		$653K Buy
16,748
+6,608
+65% +$261K 0.03% 75
2021
Q2 		$409K Buy
+10,140
New +$403K 0.02% 76

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SigFig Wealth Management's ESML Position: Q1 2026 in Review

SigFig Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 197,887 shares — an estimated $9.1M sold.

SigFig Wealth Management first reported a position in ESML in Q2 2021 and held it in 19 quarters. The position peaked at $11.3M in Q2 2024. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • SigFig Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SigFig Wealth Management sold 197,887 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $9.1M.
  • SigFig Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 19 quarters.
  • SigFig Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $11.3M in Q2 2024.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on SigFig Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.