Viewpoint Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Viewpoint Capital Management’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	–	Sell	-5,000	Closed	-$230K	–	136
2025 Q4	$230K	Hold	5,000	–	–	0.1%	97
2025 Q3	$225K	Hold	5,000	–	–	0.1%	101
2025 Q2	$207K	Buy	+5,000	New	+$194K	0.1%	100
2025 Q1	–	Sell	-5,000	Closed	-$210K	–	141
2024 Q4	$210K	Hold	5,000	–	–	0.11%	98
2024 Q3	$209K	Buy	+5,000	New	+$201K	0.12%	101
2024 Q2	–	Sell	-5,000	Closed	-$201K	–	140
2024 Q1	$201K	Buy	+5,000	New	+$190K	0.13%	100

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viewpoint Capital Management's ESML Position: Q1 2026 in Review

Viewpoint Capital Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 5,000 shares — an estimated $230K sold.

Viewpoint Capital Management first reported a position in ESML in Q1 2024 and held it in 6 quarters. The position peaked at $230K in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Viewpoint Capital Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Viewpoint Capital Management sold 5,000 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $230K.
Viewpoint Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and held it in 6 quarters.
Viewpoint Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $230K 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 Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.