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

Arlington Financial 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 		$231K Buy
+4,127
New +$215K 0.03% 99
2022
Q1 		– Sell
-5,195
Closed -$209K – 62
2021
Q4 		$209K Buy
+5,195
New +$210K 0.07% 73

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

Arlington Financial Advisors's ESML Position: Q2 2026 in Review

Arlington Financial Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,127 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: Arlington Financial Advisors previously reported a position in ESML as recently as Q4 2021.

Arlington Financial Advisors first reported a position in ESML in Q4 2021 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Arlington Financial Advisors held 4,127 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $231K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Arlington Financial Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Arlington Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Arlington Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.