AmeriFlex Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

AmeriFlex 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	$6.22K	Sell	111 -138	-55%	-$7.18K	﹤0.01%	989
2026 Q1	$11.7K	Sell	249 -53	-18%	-$2.57K	0.01%	700
2025 Q4	$13.9K	Sell	302 -300	-50%	-$13.7K	0.01%	665
2025 Q3	$27.1K	Buy	602 +301	+100%	+$13.1K	0.01%	584
2025 Q2	$12.4K	Buy	301 +1	+0.3%	+$39	0.01%	663
2025 Q1	$11.5K	Buy	300 +1	+0.3%	+$42	﹤0.01%	811
2024 Q4	$13K	Buy	+299	New	+$12.9K	0.01%	718

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 29.18% 1-Year Est. Return

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

AmeriFlex Group's ESML Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 55% in Q2 2026, selling an estimated $7.18K and leaving 111 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

AmeriFlex Group first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.1K in Q3 2025. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

AmeriFlex Group held 111 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.22K as of Q2 2026.
AmeriFlex Group sold 138 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $7.18K.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #989 holding.
AmeriFlex Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $27.1K in Q3 2025.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.