BSWM
ESML icon

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

Boston Standard 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 		$1.04M Sell
18,625
-394
-2% -$20.5K 0.15% 27
2026
Q1 		$904K Buy
19,019
+50
+0.3% +$2.42K 0.15% 28
2025
Q4 		$872K Sell
18,969
-111
-0.6% -$5.06K 0.14% 26
2025
Q3 		$860K Buy
19,080
+2,690
+16% +$117K 0.14% 27
2025
Q2 		$677K Buy
16,390
+3,239
+25% +$125K 0.12% 29
2025
Q1 		$506K Sell
13,151
-500
-4% -$20.8K 0.11% 31
2024
Q4 		$574K Buy
13,651
+20
+0.1% +$864 0.11% 29
2024
Q3 		$570K Buy
13,631
+480
+4% +$19.3K 0.11% 30
2024
Q2 		$506K Buy
13,151
+110
+0.8% +$4.25K 0.11% 31
2024
Q1 		$525K Buy
13,041
+386
+3% +$14.7K 0.12% 32
2023
Q4 		$426K Hold
12,655
– – 0.11% 32
2023
Q3 		$426K Sell
12,655
-609
-5% -$21.7K 0.11% 32
2023
Q2 		$471K Buy
13,264
+502
+4% +$17K 0.12% 32
2023
Q1 		$434K Sell
12,762
-2,581
-17% -$90.1K 0.12% 31
2022
Q4 		$505K Sell
15,343
-32
-0.2% -$1.06K 0.15% 29
2022
Q3 		$472K Buy
15,375
+49
+0.3% +$1.65K 0.16% 28
2022
Q2 		$489K Buy
15,326
+610
+4% +$21K 0.16% 27
2022
Q1 		$560K Buy
14,716
+223
+2% +$8.4K 0.16% 28
2021
Q4 		$584K Buy
14,493
+56
+0.4% +$2.27K 0.16% 27
2021
Q3 		$563K Buy
14,437
+686
+5% +$27.1K 0.17% 27
2021
Q2 		$555K Buy
13,751
+2,738
+25% +$109K 0.17% 27
2021
Q1 		$422K Buy
11,013
+1,025
+10% +$38.6K 0.14% 28
2020
Q4 		$341K Buy
9,988
+43
+0.4% +$1.32K 0.13% 31
2020
Q3 		$264K Buy
9,945
+695
+8% +$18.4K 0.11% 33
2020
Q2 		$232K Buy
+9,250
New +$213K 0.1% 32

Other funds holding ESML

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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Boston Standard Wealth Management's ESML Position: Q2 2026 in Review

Boston Standard Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.1% in Q2 2026, selling an estimated $20.5K and leaving 18,625 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #27.

Boston Standard Wealth Management first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. 224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Boston Standard Wealth Management held 18,625 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.04M as of Q2 2026.
  • Boston Standard Wealth Management sold 394 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $20.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.15% of Boston Standard Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Boston Standard Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.