4FG
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4Thought Financial Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

4Thought Financial 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 		$84.1K Sell
1,504
-8
-0.5% -$416 0.04% 60
2026
Q1 		$71.1K Sell
1,512
-119
-7% -$5.77K 0.04% 63
2025
Q4 		$75K Sell
1,631
-30
-2% -$1.37K 0.04% 55
2025
Q3 		$74.9K Sell
1,661
-27
-2% -$1.17K 0.04% 57
2025
Q2 		$69.8K Sell
1,688
-33
-2% -$1.28K 0.04% 58
2025
Q1 		$66.1K Buy
1,721
+81
+5% +$3.37K 0.04% 57
2024
Q4 		$69K Sell
1,640
-83
-5% -$3.59K 0.04% 54
2024
Q3 		$72K Buy
1,723
+26
+2% +$1.04K 0.04% 58
2024
Q2 		$65.3K Sell
1,697
-63
-4% -$2.43K 0.04% 61
2024
Q1 		$70.9K Buy
1,760
+657
+60% +$25K 0.05% 56
2023
Q4 		$41.9K Buy
1,103
+346
+46% +$11.8K 0.03% 61
2023
Q3 		$25.5K Buy
757
+1
+0.1% +$36 0.02% 58
2023
Q2 		$26.9K Buy
756
+70
+10% +$2.37K 0.02% 58
2023
Q1 		$23.3K Sell
686
-37
-5% -$1.29K 0.02% 63
2022
Q4 		$24K Buy
723
+5
+0.7% +$166 0.02% 62
2022
Q3 		$22K Buy
718
+8
+1% +$270 0.02% 66
2022
Q2 		$22K Buy
710
+7
+1% +$241 0.02% 74
2022
Q1 		$27K Buy
703
+7
+1% +$264 0.02% 65
2021
Q4 		$28K Buy
696
+1
+0.1% +$40 0.02% 66
2021
Q3 		$27K Buy
695
+34
+5% +$1.34K 0.02% 63
2021
Q2 		$27K Buy
661
+12
+2% +$477 0.02% 62
2021
Q1 		$25K Buy
+649
New +$24.5K 0.02% 74

Other funds holding ESML

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

4Thought Financial Group's ESML Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.53% in Q2 2026, selling an estimated $416 and leaving 1,504 shares worth $84.1K. The position accounts for 0.04% of the portfolio, ranked #60.

4Thought Financial Group first reported a position in ESML in Q1 2021 and has held it in 22 quarters since. 253 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • 4Thought Financial Group held 1,504 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $84.1K as of Q2 2026.
  • 4Thought Financial Group sold 8 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $416.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of 4Thought Financial Group's portfolio in Q2 2026, its #60 holding.
  • 4Thought Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.