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Sunbelt Securities’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Sunbelt Securities’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 		$3.38K Hold
72
– – ﹤0.01% 1784
2025
Q4 		$3.31K Buy
72
+32
+80% +$1.46K ﹤0.01% 1737
2025
Q3 		$1.8K Buy
+40
New +$1.74K ﹤0.01% 1894

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

Sunbelt Securities's ESML Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2026 at 72 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Sunbelt Securities first reported a position in ESML in Q3 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Sunbelt Securities held 72 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.38K as of Q1 2026.
  • Sunbelt Securities left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1784 holding.
  • Sunbelt Securities first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.