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

Apollon Wealth Management’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 		$661K Buy
11,826
+1,439
+14% +$74.8K 0.01% 896
2026
Q1 		$488K Buy
10,387
+1,449
+16% +$70.3K 0.01% 867
2025
Q4 		$411K Sell
8,938
-217
-2% -$9.89K 0.01% 911
2025
Q3 		$413K Sell
9,155
-195
-2% -$8.47K 0.01% 902
2025
Q2 		$386K Buy
9,350
+2,057
+28% +$79.6K 0.01% 908
2025
Q1 		$280K Buy
7,293
+144
+2% +$5.99K 0.01% 973
2024
Q4 		$301K Buy
7,149
+882
+14% +$38.1K 0.01% 940
2024
Q3 		$262K Buy
6,267
+3
+0% +$121 0.01% 957
2024
Q2 		$241K Sell
6,264
-2,346
-27% -$90.6K 0.01% 936
2024
Q1 		$347K Buy
8,610
+305
+4% +$11.6K 0.01% 820
2023
Q4 		$316K Buy
8,305
+1,726
+26% +$58.9K 0.01% 821
2023
Q3 		$221K Buy
6,579
+183
+3% +$6.51K 0.01% 798
2023
Q2 		$227K Buy
+6,396
New +$217K 0.01% 821

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

Apollon Wealth Management's ESML Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 14% in Q2 2026, buying an estimated $74.8K and bringing the position to 11,826 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #896.

Apollon Wealth Management first reported a position in ESML in Q2 2023 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Apollon Wealth Management held 11,826 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $661K as of Q2 2026.
  • Apollon Wealth Management bought 1,439 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $74.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #896 holding.
  • Apollon Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.