Brooklyn FI’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Brooklyn FI’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	$599K	Buy	11,047 +872	+9%	+$45.4K	0.11%	55
2026 Q1	$478K	Buy	10,175 +71	+0.7%	+$3.44K	0.1%	62
2025 Q4	$465K	Buy	10,104 +1,377	+16%	+$62.8K	0.1%	62
2025 Q3	$393K	Buy	8,727 +496	+6%	+$21.5K	0.09%	61
2025 Q2	$340K	Buy	+8,231	New	+$319K	0.09%	60
2023 Q3	–	Sell	-11,327	Closed	-$402K	–	46
2023 Q2	$402K	Sell	11,327 -6,602	-37%	-$223K	0.22%	36
2023 Q1	$723K	Buy	17,929 +15,994	+827%	+$558K	0.67%	24
2022 Q4	$1.08M	Sell	1,935 -32,636	-94%	-$1.08M	0.77%	24
2022 Q3	$1.06M	Buy	34,571 +33,459	+3,009%	+$1.13M	0.9%	24
2022 Q2	$1.03M	Sell	1,112 -31,043	-97%	-$1.07M	1.02%	22
2022 Q1	$1.22M	Buy	32,155 +14,226	+79%	+$536K	1.06%	23
2021 Q4	$723K	Buy	+17,929	New	+$726K	0.68%	24

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Brooklyn FI's ESML Position: Q2 2026 in Review

Brooklyn FI increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8.6% in Q2 2026, buying an estimated $45.4K and bringing the position to 11,047 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #55.

Brooklyn FI first reported a position in ESML in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2022. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Brooklyn FI held 11,047 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $599K as of Q2 2026.
Brooklyn FI bought 872 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $45.4K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of Brooklyn FI's portfolio in Q2 2026, its #55 holding.
Brooklyn FI first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Brooklyn FI's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.22M in Q1 2022.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.