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Brandywine Oak Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Brandywine Oak Private Wealth’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 		$668K Sell
11,946
-858
-7% -$44.6K 0.05% 142
2026
Q1 		$602K Sell
12,804
-204
-2% -$9.89K 0.05% 141
2025
Q4 		$598K Buy
13,008
+1,556
+14% +$70.9K 0.05% 142
2025
Q3 		$516K Sell
11,452
-52
-0.5% -$2.26K 0.04% 148
2025
Q2 		$475K Sell
11,504
-633
-5% -$24.5K 0.04% 150
2025
Q1 		$466K Buy
12,137
+1,579
+15% +$65.6K 0.05% 151
2024
Q4 		$444K Sell
10,558
-40
-0.4% -$1.73K 0.04% 156
2024
Q3 		$443K Buy
10,598
+114
+1% +$4.58K 0.04% 161
2024
Q2 		$404K Buy
10,484
+132
+1% +$5.1K 0.04% 161
2024
Q1 		$417K Buy
10,352
+213
+2% +$8.1K 0.04% 161
2023
Q4 		$385K Sell
10,139
-125
-1% -$4.27K 0.04% 169
2023
Q3 		$345K Buy
10,264
+150
+1% +$5.34K 0.04% 174
2023
Q2 		$359K Buy
10,114
+1,524
+18% +$51.6K 0.04% 181
2023
Q1 		$292K Buy
8,590
+290
+3% +$10.1K 0.03% 200
2022
Q4 		$273K Buy
8,300
+304
+4% +$10.1K 0.03% 211
2022
Q3 		$245K Buy
7,996
+866
+12% +$29.2K 0.03% 238
2022
Q2 		$224K Buy
7,130
+507
+8% +$17.4K 0.03% 292
2022
Q1 		$251K Buy
6,623
+314
+5% +$11.8K 0.03% 296
2021
Q4 		$254K Buy
+6,309
New +$255K 0.03% 302

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

Brandywine Oak Private Wealth's ESML Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 6.7% in Q2 2026, selling an estimated $44.6K and leaving 11,946 shares worth $668K. The position accounts for 0.05% of the portfolio, ranked #142.

Brandywine Oak Private Wealth first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Brandywine Oak Private Wealth held 11,946 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $668K as of Q2 2026.
  • Brandywine Oak Private Wealth sold 858 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $44.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #142 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.