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

Avior 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 		$203K Buy
+3,637
New +$189K 0.01% 758
2025
Q1 		– Sell
-708
Closed -$29.8K – 1238
2024
Q4 		$29.8K Hold
708
– – ﹤0.01% 1315
2024
Q3 		$29.6K Hold
708
– – ﹤0.01% 1287
2024
Q2 		$27.3K Buy
+708
New +$27.3K ﹤0.01% 1284

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

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

Avior Wealth Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,637 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in ESML as recently as Q4 2024.

Avior Wealth Management first reported a position in ESML in Q2 2024 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Avior Wealth Management held 3,637 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $203K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Avior Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Avior Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.