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

Cary Street 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	$1.18M	Hold	21,143	–	–	0.03%	459
2026 Q1	$994K	Buy	21,143 +80	+0.4%	+$3.88K	0.02%	441
2025 Q4	$968K	Hold	21,063	–	–	0.02%	442
2025 Q3	$950K	Hold	21,063	–	–	0.02%	432
2025 Q2	$871K	Buy	21,063 +45	+0.2%	+$1.74K	0.02%	435
2025 Q1	$807K	Buy	21,018 +8,825	+72%	+$367K	0.03%	432
2024 Q4	$513K	Buy	+12,193	New	+$527K	0.02%	508

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 29.2% 1-Year Est. Return

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

Cary Street Partners's ESML Position: Q2 2026 in Review

Cary Street Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 21,143 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #459.

Cary Street Partners first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Cary Street Partners held 21,143 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.18M as of Q2 2026.
Cary Street Partners 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 0.03% of Cary Street Partners's portfolio in Q2 2026, its #459 holding.
Cary Street Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.