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

Brown 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 		$200K Buy
+3,576
New +$186K 0.07% 210
2024
Q3 		– Sell
-3,674
Closed -$141K – 157
2024
Q2 		$141K Buy
+3,674
New +$142K 0.06% 141

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Brown Financial Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,576 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings. This is a return to the name: Brown Financial Advisors previously reported a position in ESML as recently as Q2 2024.

Brown Financial Advisors first reported a position in ESML in Q2 2024 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Brown Financial Advisors held 3,576 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $200K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Brown Financial Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Brown Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Brown Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.