BFP
ESML icon

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

Brewster Financial Planning’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 		$918K Sell
16,415
-128
-0.8% -$6.66K 0.5% 13
2026
Q1 		$778K Sell
16,543
-142
-0.9% -$6.89K 0.47% 14
2025
Q4 		$767K Buy
16,685
+110
+0.7% +$5.01K 0.47% 14
2025
Q3 		$747K Hold
16,575
– – 0.47% 14
2025
Q2 		$685K Buy
16,575
+379
+2% +$14.7K 0.46% 14
2025
Q1 		$622K Hold
16,196
– – 0.46% 14
2024
Q4 		$681K Buy
16,196
+6,366
+65% +$275K 0.52% 13
2024
Q3 		$411K Hold
9,830
– – 0.32% 15
2024
Q2 		$378K Buy
9,830
+476
+5% +$18.4K 0.32% 14
2024
Q1 		$377K Hold
9,354
– – 0.32% 13
2023
Q4 		$356K Sell
9,354
-2,961
-24% -$101K 0.32% 13
2023
Q3 		$414K Hold
12,315
– – 0.41% 13
2023
Q2 		$437K Buy
12,315
+6,180
+101% +$209K 0.42% 13
2023
Q1 		$209K Hold
6,135
– – 0.21% 13
2022
Q4 		$202K Buy
+6,135
New +$204K 0.21% 13
2022
Q2 		– Sell
-6,135
Closed -$233K – 13
2022
Q1 		$233K Hold
6,135
– – 0.22% 13
2021
Q4 		$247K Buy
+6,135
New +$248K 0.22% 13

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

Brewster Financial Planning's ESML Position: Q2 2026 in Review

Brewster Financial Planning reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.77% in Q2 2026, selling an estimated $6.66K and leaving 16,415 shares worth $918K. The position accounts for 0.5% of the portfolio, ranked #13.

Brewster Financial Planning first reported a position in ESML in Q4 2021 and has held it in 17 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Brewster Financial Planning held 16,415 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $918K as of Q2 2026.
  • Brewster Financial Planning sold 128 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $6.66K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.5% of Brewster Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Brewster Financial Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.