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

Arax Advisory Partners’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	$634K	Buy	11,343 +8,524	+302%	+$443K	﹤0.01%	1479
2026 Q1	$133K	Sell	2,819 -136	-5%	-$6.6K	﹤0.01%	1256
2025 Q4	$136K	Buy	+2,955	New	+$135K	﹤0.01%	1196
2025 Q3	–	Sell	-10,154	Closed	-$420K	–	3804
2025 Q2	$420K	Buy	10,154 +4,526	+80%	+$175K	0.02%	439
2025 Q1	$216K	Buy	5,628 +2,814	+100%	+$117K	0.01%	505
2024 Q4	$118K	Buy	2,814 +2,337	+490%	+$101K	0.01%	628
2024 Q3	$19.9K	Buy	+477	New	+$19.2K	﹤0.01%	1086

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

Arax Advisory Partners's ESML Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 302% in Q2 2026, buying an estimated $443K and bringing the position to 11,343 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Arax Advisory Partners first reported a position in ESML in Q3 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Arax Advisory Partners held 11,343 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $634K as of Q2 2026.
Arax Advisory Partners bought 8,524 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $443K.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1479 holding.
Arax Advisory Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.