Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cambridge Investment Research 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 		$6.87M Sell
122,898
-55,151
-31% -$2.87M 0.02% 852
2026
Q1 		$8.37M Sell
178,049
-7,368
-4% -$357K 0.02% 686
2025
Q4 		$8.53M Buy
185,417
+3,654
+2% +$167K 0.02% 648
2025
Q3 		$8.19M Sell
181,763
-43,717
-19% -$1.9M 0.02% 662
2025
Q2 		$9.32M Buy
225,480
+32,544
+17% +$1.26M 0.03% 564
2025
Q1 		$7.41M Buy
192,936
+7,728
+4% +$321K 0.03% 618
2024
Q4 		$7.79M Sell
185,208
-2,669
-1% -$115K 0.03% 589
2024
Q3 		$7.86M Sell
187,877
-8,960
-5% -$360K 0.03% 589
2024
Q2 		$7.58M Buy
196,837
+2,407
+1% +$92.9K 0.03% 570
2024
Q1 		$7.83M Buy
194,430
+12,475
+7% +$475K 0.03% 547
2023
Q4 		$6.92M Sell
181,955
-11,122
-6% -$380K 0.03% 559
2023
Q3 		$6.5M Sell
193,077
-6,625
-3% -$236K 0.03% 546
2023
Q2 		$7.09M Buy
199,702
+38,256
+24% +$1.3M 0.03% 499
2023
Q1 		$5.49M Sell
161,446
-3,562
-2% -$124K 0.03% 587
2022
Q4 		$5.42M Buy
165,008
+28,478
+21% +$946K 0.03% 570
2022
Q3 		$4.19M Buy
136,530
+7,324
+6% +$247K 0.02% 645
2022
Q2 		$4.07M Sell
129,206
-19,346
-13% -$666K 0.02% 676
2022
Q1 		$5.65M Sell
148,552
-973
-0.7% -$36.7K 0.03% 581
2021
Q4 		$6.03M Buy
149,525
+22,500
+18% +$911K 0.03% 574
2021
Q3 		$4.96M Buy
127,025
+14,922
+13% +$590K 0.02% 614
2021
Q2 		$4.53M Buy
112,103
+23,319
+26% +$927K 0.02% 669
2021
Q1 		$3.42M Buy
88,784
+8,320
+10% +$314K 0.02% 730
2020
Q4 		$2.75M Buy
80,464
+2,020
+3% +$62.1K 0.02% 759
2020
Q3 		$2.08M Buy
78,444
+8,740
+13% +$231K 0.01% 787
2020
Q2 		$1.75M Sell
69,704
-2,945
-4% -$67.9K 0.01% 832
2020
Q1 		$1.45M Buy
72,649
+15,922
+28% +$414K 0.01% 796
2019
Q4 		$1.64M Buy
56,727
+3,936
+7% +$109K 0.01% 882
2019
Q3 		$1.41M Buy
52,791
+12,581
+31% +$336K 0.01% 894
2019
Q2 		$1.08M Buy
40,210
+1,128
+3% +$30K 0.01% 988
2019
Q1 		$1.03M Buy
+39,082
New +$1M 0.01% 1023

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

Cambridge Investment Research Advisors's ESML Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 31% in Q2 2026, selling an estimated $2.87M and leaving 122,898 shares worth $6.87M. The position accounts for 0.02% of the portfolio, ranked #852.

Cambridge Investment Research Advisors first reported a position in ESML in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.32M in Q2 2025. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Cambridge Investment Research Advisors held 122,898 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.87M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 55,151 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.87M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #852 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $9.32M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.