Alaska Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Alaska Wealth 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 Q2	$6.41M	Sell	114,627 -4,686	-4%	-$244K	0.69%	21
2026 Q1	$5.61M	Sell	119,313 -733	-0.6%	-$35.6K	0.67%	21
2025 Q4	$5.52M	Sell	120,046 -481	-0.4%	-$21.9K	0.7%	18
2025 Q3	$5.43M	Sell	120,527 -11,291	-9%	-$490K	0.71%	20
2025 Q2	$5.45M	Buy	131,818 +15,484	+13%	+$599K	0.78%	19
2025 Q1	$4.47M	Sell	116,334 -6,352	-5%	-$264K	0.7%	20
2024 Q4	$5.16M	Buy	122,686 +4,425	+4%	+$191K	0.8%	21
2024 Q3	$4.95M	Buy	118,261 +5,370	+5%	+$216K	0.74%	23
2024 Q2	$4.35M	Sell	112,891 -7,731	-6%	-$298K	0.67%	24
2024 Q1	$4.86M	Buy	120,622 +19,776	+20%	+$752K	0.73%	24
2023 Q4	$3.83M	Sell	100,846 -7,989	-7%	-$273K	0.64%	22
2023 Q3	$3.66M	Buy	108,835 +5,252	+5%	+$187K	0.58%	21
2023 Q2	$3.68M	Buy	103,583 +1,337	+1%	+$45.3K	0.58%	21
2023 Q1	$3.48M	Sell	102,246 -4,672	-4%	-$163K	0.58%	23
2022 Q4	$3.52M	Buy	106,918 +5,233	+5%	+$174K	0.63%	23
2022 Q3	$3.12M	Buy	+101,685	New	+$3.43M	0.61%	24

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Alaska Wealth Advisors's ESML Position: Q2 2026 in Review

Alaska Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.9% in Q2 2026, selling an estimated $244K and leaving 114,627 shares worth $6.41M. The position accounts for 0.69% of the portfolio, ranked #21.

Alaska Wealth Advisors first reported a position in ESML in Q3 2022 and has held it in 16 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Alaska Wealth Advisors held 114,627 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.41M as of Q2 2026.
Alaska Wealth Advisors sold 4,686 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $244K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.69% of Alaska Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Alaska Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.