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

UBS 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
Q2 		$30M Buy
536,025
+22,324
+4% +$1.16M ﹤0.01% 2263
2026
Q1 		$24.2M Buy
513,701
+51,025
+11% +$2.48M ﹤0.01% 2381
2025
Q4 		$21.3M Buy
462,676
+10,721
+2% +$489K ﹤0.01% 2532
2025
Q3 		$20.4M Sell
451,955
-5,807
-1% -$252K ﹤0.01% 2540
2025
Q2 		$18.9M Buy
457,762
+11,624
+3% +$450K ﹤0.01% 2415
2025
Q1 		$17.1M Buy
446,138
+10,565
+2% +$439K ﹤0.01% 2504
2024
Q4 		$18.3M Buy
435,573
+15,691
+4% +$678K ﹤0.01% 2421
2024
Q3 		$17.6M Sell
419,882
-403
-0.1% -$16.2K ﹤0.01% 1934
2024
Q2 		$16.2M Sell
420,285
-37,466
-8% -$1.45M ﹤0.01% 1851
2024
Q1 		$18.4M Sell
457,751
-1,266
-0.3% -$48.2K ﹤0.01% 1763
2023
Q4 		$17.4M Buy
459,017
+44,717
+11% +$1.53M 0.01% 1673
2023
Q3 		$13.9M Buy
414,300
+6,143
+2% +$219K ﹤0.01% 1735
2023
Q2 		$14.5M Buy
408,157
+34,109
+9% +$1.15M ﹤0.01% 1697
2023
Q1 		$12.7M Buy
374,048
+41,946
+13% +$1.46M ﹤0.01% 1721
2022
Q4 		$10.9M Buy
332,102
+18,952
+6% +$629K ﹤0.01% 1855
2022
Q3 		$9.6M Buy
313,150
+38,095
+14% +$1.29M ﹤0.01% 1825
2022
Q2 		$8.66M Sell
275,055
-29,203
-10% -$1M ﹤0.01% 1920
2022
Q1 		$11.6M Sell
304,258
-156,629
-34% -$5.9M ﹤0.01% 1829
2021
Q4 		$18.6M Buy
460,887
+167,051
+57% +$6.76M 0.01% 1639
2021
Q3 		$11.5M Sell
293,836
-26,974
-8% -$1.07M ﹤0.01% 1921
2021
Q2 		$13M Buy
320,810
+12,736
+4% +$506K ﹤0.01% 1824
2021
Q1 		$11.9M Buy
308,074
+64,566
+27% +$2.43M ﹤0.01% 1808
2020
Q4 		$8.31M Buy
243,508
+68,448
+39% +$2.1M ﹤0.01% 1993
2020
Q3 		$4.64M Sell
175,060
-9,799
-5% -$259K ﹤0.01% 2271
2020
Q2 		$4.63M Buy
184,859
+8,759
+5% +$202K ﹤0.01% 2107
2020
Q1 		$3.51M Sell
176,100
-40,983
-19% -$1.07M ﹤0.01% 2239
2019
Q4 		$6.28M Buy
217,083
+176,903
+440% +$4.89M ﹤0.01% 2388
2019
Q3 		$1.07M Buy
+40,180
New +$1.07M ﹤0.01% 3908
2019
Q1 		– Sell
-754
Closed -$17K – 7819
2018
Q4 		$17K Buy
+754
New +$19K ﹤0.01% 6904

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

UBS Group's ESML Position: Q2 2026 in Review

UBS Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.3% in Q2 2026, buying an estimated $1.16M and bringing the position to 536,025 shares worth $30M. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

UBS Group first reported a position in ESML in Q4 2018 and has held it in 29 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • UBS Group held 536,025 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $30M as of Q2 2026.
  • UBS Group bought 22,324 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.16M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2263 holding.
  • UBS Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.