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

Axxcess 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 		$1.57M Buy
+27,989
New +$1.46M 0.02% 435
2026
Q1 		– Sell
-34,379
Closed -$1.58M – 586
2025
Q4 		$1.58M Buy
34,379
+70
+0.2% +$3.19K 0.03% 414
2025
Q3 		$1.55M Buy
34,309
+2,740
+9% +$119K 0.03% 366
2025
Q2 		$1.3M Buy
31,569
+3,700
+13% +$143K 0.03% 366
2025
Q1 		$1.07M Sell
27,869
-2,434
-8% -$101K 0.03% 380
2024
Q4 		$1.27M Buy
30,303
+2,511
+9% +$109K 0.03% 355
2024
Q3 		$1.16M Buy
27,792
+563
+2% +$22.6K 0.03% 363
2024
Q2 		$1.05M Sell
27,229
-454
-2% -$17.5K 0.03% 369
2024
Q1 		$1.11M Buy
27,683
+409
+1% +$15.6K 0.03% 353
2023
Q4 		$1.04M Buy
27,274
+9,573
+54% +$327K 0.03% 349
2023
Q3 		$596K Buy
17,701
+441
+3% +$15.7K 0.02% 427
2023
Q2 		$613K Sell
17,260
-1,421
-8% -$48.1K 0.04% 304
2023
Q1 		$635K Sell
18,681
-1,969
-10% -$68.8K 0.05% 326
2022
Q4 		$679K Sell
20,650
-420
-2% -$13.9K 0.06% 297
2022
Q3 		$646K Buy
21,070
+574
+3% +$19.4K 0.06% 266
2022
Q2 		$646K Buy
20,496
+2,916
+17% +$100K 0.06% 255
2022
Q1 		$669K Buy
17,580
+1,445
+9% +$54.5K 0.05% 298
2021
Q4 		$651K Buy
+16,135
New +$653K 0.05% 304

Other funds holding ESML

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 27,989 shares worth $1.57M. The stake represents 0.02% of the portfolio and ranks #435 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ESML as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ESML in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q4 2025. 297 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Axxcess Wealth Management held 27,989 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.57M as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.58M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.