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

Stifel Financial’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 		$8.56M Buy
182,045
+11,835
+7% +$574K 0.01% 1036
2025
Q4 		$7.83M Buy
170,210
+107,660
+172% +$4.91M 0.01% 1093
2025
Q3 		$2.82M Sell
62,550
-1,961
-3% -$85.2K ﹤0.01% 1660
2025
Q2 		$2.67M Sell
64,511
-1,381
-2% -$53.5K ﹤0.01% 1638
2025
Q1 		$2.53M Buy
65,892
+5,322
+9% +$221K ﹤0.01% 1598
2024
Q4 		$2.55M Buy
60,570
+1,566
+3% +$67.7K ﹤0.01% 1615
2024
Q3 		$2.47M Buy
59,004
+4,500
+8% +$181K ﹤0.01% 1640
2024
Q2 		$2.1M Sell
54,504
-1,052
-2% -$40.6K ﹤0.01% 1690
2024
Q1 		$2.24M Buy
55,556
+153
+0.3% +$5.82K ﹤0.01% 1642
2023
Q4 		$2.11M Buy
55,403
+1,365
+3% +$46.6K ﹤0.01% 1631
2023
Q3 		$1.82M Sell
54,038
-2,119
-4% -$75.4K ﹤0.01% 1660
2023
Q2 		$1.99M Buy
56,157
+3,875
+7% +$131K ﹤0.01% 1627
2023
Q1 		$1.78M Sell
52,282
-8,018
-13% -$280K ﹤0.01% 1649
2022
Q4 		$1.98M Buy
60,300
+2,323
+4% +$77.1K ﹤0.01% 1532
2022
Q3 		$1.78M Sell
57,977
-2,411
-4% -$81.4K ﹤0.01% 1563
2022
Q2 		$1.9M Sell
60,388
-1,180
-2% -$40.6K ﹤0.01% 1526
2022
Q1 		$2.34M Buy
61,568
+5,729
+10% +$216K ﹤0.01% 1507
2021
Q4 		$2.25M Buy
55,839
+1,527
+3% +$61.8K ﹤0.01% 1526
2021
Q3 		$2.12M Buy
54,312
+2,595
+5% +$103K ﹤0.01% 1538
2021
Q2 		$2.09M Buy
51,717
+6,090
+13% +$242K ﹤0.01% 1581
2021
Q1 		$1.76M Buy
45,627
+5,586
+14% +$210K ﹤0.01% 1590
2020
Q4 		$1.37M Buy
40,041
+1,938
+5% +$59.6K ﹤0.01% 1626
2020
Q3 		$1.01M Buy
38,103
+7,129
+23% +$188K ﹤0.01% 1626
2020
Q2 		$777K Buy
+30,974
New +$714K ﹤0.01% 1728

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

Stifel Financial's ESML Position: Q1 2026 in Review

Stifel Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7% in Q1 2026, buying an estimated $574K and bringing the position to 182,045 shares worth $8.56M. The position accounts for 0.01% of the portfolio, ranked #1036.

Stifel Financial first reported a position in ESML in Q2 2020 and has held it in 24 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Stifel Financial held 182,045 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $8.56M as of Q1 2026.
  • Stifel Financial bought 11,835 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $574K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1036 holding.
  • Stifel Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.