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

Carolina Wealth 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 		$173K Hold
3,089
– – 0.07% 91
2026
Q1 		$145K Hold
3,089
– – 0.06% 99
2025
Q4 		$142K Hold
3,089
– – 0.06% 81
2025
Q3 		$139K Sell
3,089
-255
-8% -$11.1K 0.06% 82
2025
Q2 		$138K Sell
3,344
-129
-4% -$4.99K 0.07% 64
2025
Q1 		$133K Sell
3,473
-238
-6% -$9.89K 0.07% 75
2024
Q4 		$156K Sell
3,711
-115
-3% -$4.97K 0.08% 70
2024
Q3 		$160K Hold
3,826
– – 0.08% 59
2024
Q2 		$147K Sell
3,826
-218
-5% -$8.42K 0.07% 61
2024
Q1 		$163K Hold
4,044
– – 0.09% 65
2023
Q4 		$154K Buy
4,044
+298
+8% +$10.2K 0.08% 75
2023
Q3 		$126K Buy
3,746
+568
+18% +$20.2K 0.07% 84
2023
Q2 		$113K Hold
3,178
– – 0.07% 71
2023
Q1 		$108K Sell
3,178
-212
-6% -$7.4K 0.06% 82
2022
Q4 		$111K Buy
3,390
+746
+28% +$24.8K 0.07% 78
2022
Q3 		$81K Buy
2,644
+540
+26% +$18.2K 0.06% 82
2022
Q2 		$66K Sell
2,104
-1,971
-48% -$67.8K 0.04% 107
2022
Q1 		$155K Hold
4,075
– – 0.1% 88
2021
Q4 		$164K Buy
4,075
+384
+10% +$15.5K 0.09% 90
2021
Q3 		$144K Hold
3,691
– – 0.1% 90
2021
Q2 		$149K Hold
3,691
– – 0.1% 71
2021
Q1 		$142K Hold
3,691
– – 0.1% 54
2020
Q4 		$126K Buy
3,691
+249
+7% +$7.66K 0.1% 52
2020
Q3 		$91K Buy
3,442
+2,513
+271% +$66.4K 0.08% 54
2020
Q2 		$23K Hold
929
– – 0.02% 82
2020
Q1 		$19K Buy
929
+67
+8% +$1.74K 0.02% 79
2019
Q4 		$25K Buy
+862
New +$23.8K 0.02% 87

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

Carolina Wealth Advisors's ESML Position: Q2 2026 in Review

Carolina Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 3,089 shares worth $173K. The position accounts for 0.07% of the portfolio, ranked #91.

Carolina Wealth Advisors first reported a position in ESML in Q4 2019 and has held it in 27 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Carolina Wealth Advisors held 3,089 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $173K as of Q2 2026.
  • Carolina Wealth Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Carolina Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Carolina Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.