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

Ally Invest 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 		$8.07M Sell
144,256
-350
-0.2% -$18.2K 0.49% 19
2026
Q1 		$6.8M Buy
144,606
+1,981
+1% +$96.1K 0.46% 19
2025
Q4 		$6.56M Sell
142,625
-246
-0.2% -$11.2K 0.45% 19
2025
Q3 		$6.44M Buy
142,871
+2,169
+2% +$94.2K 0.46% 19
2025
Q2 		$5.82M Buy
140,702
+7,462
+6% +$289K 0.45% 19
2025
Q1 		$5.12M Buy
133,240
+2,030
+2% +$84.4K 0.44% 19
2024
Q4 		$5.52M Buy
131,210
+3,147
+2% +$136K 0.48% 18
2024
Q3 		$5.36M Buy
128,063
+21,625
+20% +$869K 0.47% 17
2024
Q2 		$4.1M Buy
106,438
+5,074
+5% +$196K 0.39% 17
2024
Q1 		$4.08M Buy
101,364
+1,882
+2% +$71.6K 0.41% 17
2023
Q4 		$3.78M Buy
99,482
+5,928
+6% +$202K 0.4% 18
2023
Q3 		$3.15M Buy
93,554
+3,536
+4% +$126K 0.37% 19
2023
Q2 		$3.2M Buy
90,018
+6,619
+8% +$224K 0.37% 19
2023
Q1 		$2.83M Sell
83,399
-1,811
-2% -$63.2K 0.33% 19
2022
Q4 		$2.8M Buy
85,210
+3,540
+4% +$118K 0.35% 16
2022
Q3 		$2.5M Buy
81,670
+5,029
+7% +$170K 0.34% 16
2022
Q2 		$2.41M Buy
76,641
+5,308
+7% +$183K 0.31% 16
2022
Q1 		$2.71M Buy
71,333
+7,136
+11% +$269K 0.31% 16
2021
Q4 		$2.59M Buy
64,197
+6,081
+10% +$246K 0.29% 16
2021
Q3 		$2.27M Buy
58,116
+9,952
+21% +$394K 0.29% 16
2021
Q2 		$1.94M Buy
48,164
+9,480
+25% +$377K 0.27% 16
2021
Q1 		$1.49M Buy
38,684
+8,246
+27% +$311K 0.25% 16
2020
Q4 		$1.04M Buy
30,438
+8,641
+40% +$266K 0.21% 17
2020
Q3 		$578K Buy
21,797
+8,759
+67% +$232K 0.15% 17
2020
Q2 		$327K Buy
+13,038
New +$301K 0.1% 17

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Ally Invest Advisors's ESML Position: Q2 2026 in Review

Ally Invest Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.24% in Q2 2026, selling an estimated $18.2K and leaving 144,256 shares worth $8.07M. The position accounts for 0.49% of the portfolio, ranked #19.

Ally Invest Advisors first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Ally Invest Advisors held 144,256 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $8.07M as of Q2 2026.
  • Ally Invest Advisors sold 350 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $18.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.49% of Ally Invest Advisors's portfolio in Q2 2026, its #19 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.