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

Summit Wealth Group’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 		$1.39M Sell
29,649
-875
-3% -$42.4K 0.32% 45
2025
Q4 		$1.4M Sell
30,524
-581
-2% -$26.5K 0.33% 42
2025
Q3 		$1.4M Sell
31,105
-682
-2% -$29.6K 0.34% 43
2025
Q2 		$1.31M Sell
31,787
-449
-1% -$17.4K 0.34% 43
2025
Q1 		$1.24M Buy
32,236
+980
+3% +$40.7K 0.36% 41
2024
Q4 		$1.31M Buy
31,256
+628
+2% +$27.1K 0.38% 37
2024
Q3 		$1.28M Buy
30,628
+1,280
+4% +$51.5K 0.37% 40
2024
Q2 		$1.13M Sell
29,348
-1,016
-3% -$39.2K 0.34% 38
2024
Q1 		$1.22M Sell
30,364
-772
-2% -$29.4K 0.83% 19
2023
Q4 		$1.18M Buy
31,136
+91
+0.3% +$3.11K 0.93% 18
2023
Q3 		$1.04M Buy
31,045
+83
+0.3% +$2.95K 0.93% 17
2023
Q2 		$1.1M Sell
30,962
-1,188,259
-97% -$40.2M 0.45% 33
2023
Q1 		$36K Buy
1,219,221
+1,184,178
+3,379% +$41.4M 0.86% 23
2022
Q4 		$1.15M Buy
35,043
+464
+1% +$15.4K 1.22% 17
2022
Q3 		$1.06M Buy
34,579
+4,619
+15% +$156K 1.25% 13
2022
Q2 		$944K Buy
29,960
+1,168
+4% +$40.2K 1.12% 14
2022
Q1 		$1.09M Buy
28,792
+3,835
+15% +$145K 1.15% 14
2021
Q4 		$1.01M Buy
24,957
+9,377
+60% +$380K 1.15% 15
2021
Q3 		$608K Buy
15,580
+4,211
+37% +$167K 0.96% 17
2021
Q2 		$459K Buy
11,369
+8,469
+292% +$337K 0.68% 14
2021
Q1 		$112K Buy
+2,900
New +$109K 0.18% 31

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

Summit Wealth Group's ESML Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.9% in Q1 2026, selling an estimated $42.4K and leaving 29,649 shares worth $1.39M. The position accounts for 0.32% of the portfolio, ranked #45.

Summit Wealth Group first reported a position in ESML in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Summit Wealth Group held 29,649 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.39M as of Q1 2026.
  • Summit Wealth Group sold 875 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $42.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.32% of Summit Wealth Group's portfolio in Q1 2026, its #45 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Wealth Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.4M 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 Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.