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

Baltimore-Washington 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	$293K	Hold	5,242	–	–	0.01%	171
2026 Q1	$246K	Hold	5,242	–	–	0.01%	170
2025 Q4	$241K	Hold	5,242	–	–	0.01%	174
2025 Q3	$236K	Sell	5,242 -130	-2%	-$5.65K	0.01%	166
2025 Q2	$222K	Hold	5,372	–	–	0.01%	162
2025 Q1	$206K	Hold	5,372	–	–	0.01%	150
2024 Q4	$226K	Hold	5,372	–	–	0.01%	141
2024 Q3	$225K	Sell	5,372 -242	-4%	-$9.73K	0.01%	136
2024 Q2	$216K	Hold	5,614	–	–	0.01%	130
2024 Q1	$226K	Buy	+5,614	New	+$214K	0.01%	115
2023 Q2	–	Sell	-7,216	Closed	-$245K	–	145
2023 Q1	$245K	Buy	7,216 +10	+0.1%	+$349	0.02%	128
2022 Q4	$237K	Sell	7,206 -1,700	-19%	-$56.5K	0.02%	129
2022 Q3	$273K	Buy	8,906 +1,287	+17%	+$43.4K	0.02%	133
2022 Q2	$239K	Buy	+7,619	New	+$262K	0.03%	115
2022 Q1	–	Sell	-6,018	Closed	-$242K	–	149
2021 Q4	$242K	Buy	+6,018	New	+$244K	0.02%	124

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

Baltimore-Washington Financial Advisors's ESML Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 5,242 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #171.

Baltimore-Washington Financial Advisors first reported a position in ESML in Q4 2021 and has held it in 15 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Baltimore-Washington Financial Advisors held 5,242 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $293K as of Q2 2026.
Baltimore-Washington Financial Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #171 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.