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

American Capital Advisory’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	$197K	Sell	3,516 -102	-3%	-$5.3K	0.07%	108
2026 Q1	$170K	Sell	3,618 -10	-0.3%	-$485	0.07%	106
2025 Q4	$167K	Buy	3,628 +7	+0.2%	+$319	0.07%	109
2025 Q3	$163K	Hold	3,621	–	–	0.08%	108
2025 Q2	$150K	Buy	3,621 +5	+0.1%	+$194	0.07%	106
2025 Q1	$139K	Buy	3,616 +5	+0.1%	+$208	0.07%	110
2024 Q4	$152K	Sell	3,611 -405	-10%	-$17.5K	0.08%	107
2024 Q3	$168K	Sell	4,016 -572	-12%	-$23K	0.1%	99
2024 Q2	$174K	Buy	4,588 +1,426	+45%	+$55.1K	0.12%	87
2024 Q1	$107K	Sell	3,162 -1,426	-31%	-$54.2K	0.09%	109
2023 Q4	$174K	Buy	+4,588	New	+$157K	0.12%	87

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

American Capital Advisory's ESML Position: Q2 2026 in Review

American Capital Advisory reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.8% in Q2 2026, selling an estimated $5.3K and leaving 3,516 shares worth $197K. The position accounts for 0.07% of the portfolio, ranked #108.

American Capital Advisory first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

American Capital Advisory held 3,516 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $197K as of Q2 2026.
American Capital Advisory sold 102 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $5.3K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of American Capital Advisory's portfolio in Q2 2026, its #108 holding.
American Capital Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.