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

Aptus Capital 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 		$1.56M Buy
27,947
+2,466
+10% +$128K 0.01% 541
2026
Q1 		$1.2M Buy
25,481
+340
+1% +$16.5K 0.01% 554
2025
Q4 		$1.16M Sell
25,141
-347
-1% -$15.8K 0.01% 549
2025
Q3 		$1.15M Sell
25,488
-549
-2% -$23.8K 0.01% 528
2025
Q2 		$1.08M Buy
26,037
+18,199
+232% +$704K 0.01% 523
2025
Q1 		$301K Buy
7,838
+7,562
+2,740% +$314K ﹤0.01% 770
2024
Q4 		$11.6K Buy
+276
New +$11.9K ﹤0.01% 1264
2024
Q2 		– Sell
-267
Closed -$10.8K – 1193
2024
Q1 		$10.8K Hold
267
– – ﹤0.01% 1027
2023
Q4 		$10.1K Sell
267
-2,347
-90% -$80.1K ﹤0.01% 793
2023
Q3 		$88K Sell
2,614
-2,700
-51% -$96.1K ﹤0.01% 634
2023
Q2 		$189K Sell
5,314
-963
-15% -$32.6K ﹤0.01% 490
2023
Q1 		$213K Buy
6,277
+5,671
+936% +$198K 0.01% 459
2022
Q4 		$19.9K Sell
606
-101
-14% -$3.35K ﹤0.01% 652
2022
Q3 		$22K Buy
707
+3
+0.4% +$101 ﹤0.01% 605
2022
Q2 		$22K Buy
704
+142
+25% +$4.89K ﹤0.01% 529
2022
Q1 		$21K Buy
+562
New +$21.2K ﹤0.01% 562

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Aptus Capital Advisors's ESML Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 9.7% in Q2 2026, buying an estimated $128K and bringing the position to 27,947 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #541.

Aptus Capital Advisors first reported a position in ESML in Q1 2022 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Aptus Capital Advisors held 27,947 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.56M as of Q2 2026.
  • Aptus Capital Advisors bought 2,466 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $128K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #541 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.