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

Bell Investment 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 		$1.39M Sell
24,773
-1,065
-4% -$55.4K 0.2% 53
2026
Q1 		$1.21M Sell
25,838
-3,047
-11% -$148K 0.19% 54
2025
Q4 		$1.33M Buy
28,885
+298
+1% +$13.6K 0.21% 51
2025
Q3 		$1.29M Sell
28,587
-649
-2% -$28.2K 0.21% 50
2025
Q2 		$1.21M Sell
29,236
-1,061
-4% -$41.1K 0.21% 49
2025
Q1 		$1.16M Sell
30,297
-417
-1% -$17.3K 0.22% 46
2024
Q4 		$1.29M Sell
30,714
-853
-3% -$36.9K 0.24% 45
2024
Q3 		$1.32M Buy
31,567
+522
+2% +$21K 0.24% 45
2024
Q2 		$1.2M Buy
31,045
+647
+2% +$25K 0.23% 48
2024
Q1 		$1.22M Sell
30,398
-31
-0.1% -$1.18K 0.24% 46
2023
Q4 		$1.16M Sell
30,429
-45
-0.1% -$1.54K 0.24% 48
2023
Q3 		$1.03M Sell
30,474
-371
-1% -$13.2K 0.23% 46
2023
Q2 		$1.1M Buy
30,845
+3,155
+11% +$107K 0.24% 42
2023
Q1 		$941K Buy
27,690
+4,878
+21% +$170K 0.22% 43
2022
Q4 		$750K Sell
22,812
-1,433
-6% -$47.6K 0.19% 44
2022
Q3 		$744K Buy
24,245
+2,458
+11% +$82.9K 0.23% 41
2022
Q2 		$686K Buy
+21,787
New +$750K 0.21% 44
2021
Q4 		$762K Buy
18,899
+2,245
+13% +$90.9K 0.21% 44
2021
Q3 		$650K Buy
+16,654
New +$659K 0.19% 47

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

Bell Investment Advisors's ESML Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.1% in Q2 2026, selling an estimated $55.4K and leaving 24,773 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #53.

Bell Investment Advisors first reported a position in ESML in Q3 2021 and has held it in 19 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Bell Investment Advisors held 24,773 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.39M as of Q2 2026.
  • Bell Investment Advisors sold 1,065 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $55.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.2% of Bell Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Bell Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.