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

United Capital Financial Advisors’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 		$353K Sell
7,506
-4,005
-35% -$194K ﹤0.01% 1249
2025
Q4 		$529K Buy
11,511
+27
+0.2% +$1.23K ﹤0.01% 940
2025
Q3 		$518K Buy
11,484
+15
+0.1% +$652 ﹤0.01% 847
2025
Q2 		$474K Sell
11,469
-1,282
-10% -$49.6K ﹤0.01% 799
2025
Q1 		$490K Buy
12,751
+16
+0.1% +$665 ﹤0.01% 750
2024
Q4 		$536K Buy
12,735
+5,775
+83% +$250K ﹤0.01% 719
2024
Q3 		$291K Sell
6,960
-701
-9% -$28.2K ﹤0.01% 886
2024
Q2 		$295K Buy
7,661
+156
+2% +$6.02K ﹤0.01% 861
2024
Q1 		$302K Sell
7,505
-183
-2% -$6.96K ﹤0.01% 873
2023
Q4 		$292K Buy
7,688
+40
+0.5% +$1.36K ﹤0.01% 882
2023
Q3 		$257K Sell
7,648
-143
-2% -$5.09K ﹤0.01% 756
2023
Q2 		$277K Sell
7,791
-1,083
-12% -$36.7K ﹤0.01% 782
2023
Q1 		$302K Buy
8,874
+357
+4% +$12.5K ﹤0.01% 826
2022
Q4 		$280K Buy
8,517
+1,839
+28% +$61.1K ﹤0.01% 898
2022
Q3 		$205K Buy
+6,678
New +$225K ﹤0.01% 1020

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

United Capital Financial Advisors's ESML Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 35% in Q1 2026, selling an estimated $194K and leaving 7,506 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

United Capital Financial Advisors first reported a position in ESML in Q3 2022 and has held it in 15 quarters since. The position peaked at $536K in Q4 2024. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • United Capital Financial Advisors held 7,506 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $353K as of Q1 2026.
  • United Capital Financial Advisors sold 4,005 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $194K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1249 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $536K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.