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BSW Wealth Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

BSW Wealth Partners’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 		$1.82M Buy
32,613
+5,853
+22% +$304K 0.2% 67
2026
Q1 		$1.26M Sell
26,760
-3,331
-11% -$162K 0.15% 83
2025
Q4 		$1.38M Buy
30,091
+1,950
+7% +$88.9K 0.17% 75
2025
Q3 		$1.27M Buy
28,141
+869
+3% +$37.7K 0.16% 73
2025
Q2 		$1.13M Buy
27,272
+8,555
+46% +$331K 0.15% 79
2025
Q1 		$719K Buy
18,717
+2,544
+16% +$106K 0.11% 111
2024
Q4 		$680K Buy
16,173
+354
+2% +$15.3K 0.1% 122
2024
Q3 		$662K Buy
15,819
+1,765
+13% +$71K 0.1% 121
2024
Q2 		$541K Buy
14,054
+279
+2% +$10.8K 0.09% 125
2024
Q1 		$555K Buy
13,775
+1,367
+11% +$52K 0.09% 126
2023
Q4 		$472K Sell
12,408
-2,277
-16% -$77.7K 0.09% 130
2023
Q3 		$494K Buy
14,685
+2,442
+20% +$86.9K 0.11% 109
2023
Q2 		$435K Buy
12,243
+136
+1% +$4.6K 0.09% 124
2023
Q1 		$412K Buy
12,107
+110
+0.9% +$3.84K 0.08% 167
2022
Q4 		$394K Sell
11,997
-31,733
-73% -$1.05M 0.08% 168
2022
Q3 		$1.34M Buy
43,730
+10,632
+32% +$359K 0.33% 34
2022
Q2 		$1.04M Sell
33,098
-4,588
-12% -$158K 0.25% 55
2022
Q1 		$1.43M Sell
37,686
-4,458
-11% -$168K 0.36% 40
2021
Q4 		$1.7M Sell
42,144
-1,948
-4% -$78.9K 0.43% 32
2021
Q3 		$1.72M Buy
44,092
+14,745
+50% +$583K 0.48% 30
2021
Q2 		$1.19M Buy
29,347
+12,669
+76% +$504K 0.33% 44
2021
Q1 		$643K Buy
16,678
+8,103
+94% +$305K 0.19% 69
2020
Q4 		$293K Buy
+8,575
New +$264K 0.09% 127

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

BSW Wealth Partners's ESML Position: Q2 2026 in Review

BSW Wealth Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 22% in Q2 2026, buying an estimated $304K and bringing the position to 32,613 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #67.

BSW Wealth Partners first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • BSW Wealth Partners held 32,613 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.82M as of Q2 2026.
  • BSW Wealth Partners bought 5,853 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $304K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.2% of BSW Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • BSW Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.