BFA
ESML icon

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

Bragg 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 		$1.16M Sell
20,730
-764
-4% -$39.7K 0.03% 227
2026
Q1 		$1.01M Buy
21,494
+463
+2% +$22.5K 0.03% 218
2025
Q4 		$967K Buy
21,031
+427
+2% +$19.5K 0.03% 224
2025
Q3 		$929K Sell
20,604
-54
-0.3% -$2.35K 0.03% 222
2025
Q2 		$854K Buy
20,658
+419
+2% +$16.2K 0.03% 225
2025
Q1 		$777K Buy
20,239
+1,351
+7% +$56.2K 0.03% 227
2024
Q4 		$794K Sell
18,888
-132
-0.7% -$5.71K 0.03% 219
2024
Q3 		$795K Buy
19,020
+157
+0.8% +$6.31K 0.03% 223
2024
Q2 		$726K Buy
18,863
+518
+3% +$20K 0.03% 224
2024
Q1 		$739K Buy
18,345
+945
+5% +$36K 0.03% 221
2023
Q4 		$661K Buy
17,400
+1,266
+8% +$43.2K 0.03% 226
2023
Q3 		$543K Sell
16,134
-425
-3% -$15.1K 0.03% 238
2023
Q2 		$588K Buy
16,559
+1,138
+7% +$38.5K 0.03% 236
2023
Q1 		$524K Buy
15,421
+364
+2% +$12.7K 0.03% 237
2022
Q4 		$495K Buy
15,057
+1,036
+7% +$34.4K 0.03% 234
2022
Q3 		$430K Buy
14,021
+35
+0.3% +$1.18K 0.03% 233
2022
Q2 		$441K Buy
13,986
+162
+1% +$5.58K 0.03% 233
2022
Q1 		$526K Buy
13,824
+3,841
+38% +$145K 0.03% 233
2021
Q4 		$389K Hold
9,983
– – 0.02% 246
2021
Q3 		$389K Hold
9,983
– – 0.02% 246
2021
Q2 		$403K Buy
9,983
+250
+3% +$9.94K 0.03% 246
2021
Q1 		$375K Sell
9,733
-340
-3% -$12.8K 0.03% 239
2020
Q4 		$344K Hold
10,073
– – 0.03% 228
2020
Q3 		$267K Buy
10,073
+200
+2% +$5.29K 0.03% 237
2020
Q2 		$248K Buy
+9,873
New +$228K 0.03% 241

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

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

Bragg Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.6% in Q2 2026, selling an estimated $39.7K and leaving 20,730 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #227.

Bragg 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.

  • Bragg Financial Advisors held 20,730 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.16M as of Q2 2026.
  • Bragg Financial Advisors sold 764 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $39.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q2 2026, its #227 holding.
  • Bragg 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 Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.