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

Bluestem 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 		$5.65M Buy
101,057
+1,541
+2% +$80.1K 1.98% 10
2026
Q1 		$4.68M Buy
99,516
+843
+0.9% +$40.9K 1.81% 11
2025
Q4 		$4.54M Buy
98,673
+1,239
+1% +$56.5K 1.75% 12
2025
Q3 		$4.39M Buy
97,434
+972
+1% +$42.2K 1.72% 13
2025
Q2 		$3.99M Buy
96,462
+1,031
+1% +$39.9K 1.71% 13
2025
Q1 		$3.67M Sell
95,431
-4,232
-4% -$176K 1.71% 14
2024
Q4 		$4.19M Buy
99,663
+510
+0.5% +$22K 1.97% 12
2024
Q3 		$4.15M Buy
99,153
+8,946
+10% +$360K 1.94% 12
2024
Q2 		$3.47M Buy
90,207
+5,943
+7% +$229K 1.76% 12
2024
Q1 		$3.39M Buy
84,264
+145
+0.2% +$5.52K 1.75% 12
2023
Q4 		$3.2M Sell
84,119
-840
-1% -$28.7K 1.86% 11
2023
Q3 		$2.86M Sell
84,959
-314
-0.4% -$11.2K 1.74% 13
2023
Q2 		$3.03M Buy
85,273
+3,575
+4% +$121K 1.83% 11
2023
Q1 		$2.78M Buy
81,698
+922
+1% +$32.2K 1.71% 12
2022
Q4 		$2.66M Sell
80,776
-2,374
-3% -$78.8K 1.75% 12
2022
Q3 		$2.55M Buy
83,150
+22,445
+37% +$757K 1.8% 12
2022
Q2 		$1.91M Buy
60,705
+10,419
+21% +$359K 1.33% 12
2022
Q1 		$1.91M Sell
50,286
-1,393
-3% -$52.5K 1.2% 14
2021
Q4 		$2.08M Buy
51,679
+6,044
+13% +$245K 1.3% 11
2021
Q3 		$1.78M Sell
45,635
-593
-1% -$23.5K 1.16% 11
2021
Q2 		$1.87M Buy
46,228
+7,958
+21% +$316K 1.26% 11
2021
Q1 		$1.48M Buy
38,270
+683
+2% +$25.7K 1.05% 11
2020
Q4 		$1.28M Buy
37,587
+2,071
+6% +$63.7K 0.94% 11
2020
Q3 		$942K Buy
35,516
+23,156
+187% +$612K 0.79% 12
2020
Q2 		$310K Buy
+12,360
New +$285K 0.28% 20

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

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

Bluestem Financial Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.5% in Q2 2026, buying an estimated $80.1K and bringing the position to 101,057 shares worth $5.65M. The position accounts for 1.98% of the portfolio, ranked #10.

Bluestem Financial Advisors first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Bluestem Financial Advisors held 101,057 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.65M as of Q2 2026.
  • Bluestem Financial Advisors bought 1,541 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $80.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.98% of Bluestem Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Bluestem Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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