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

Cascade Financial 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	$1.23M	Hold	21,962	–	–	0.11%	112
2026 Q1	$1.03M	Hold	21,962	–	–	0.11%	117
2025 Q4	$1.01M	Hold	21,962	–	–	0.1%	117
2025 Q3	$990K	Hold	21,962	–	–	0.11%	116
2025 Q2	$908K	Hold	21,962	–	–	0.11%	120
2025 Q1	$844K	Hold	21,962	–	–	0.11%	112
2024 Q4	$924K	Hold	21,962	–	–	0.12%	104
2024 Q3	$920K	Hold	21,962	–	–	0.12%	102
2024 Q2	$846K	Hold	21,962	–	–	0.11%	108
2024 Q1	$835K	Buy	+21,962	New	+$836K	0.12%	109

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

Cascade Financial Partners's ESML Position: Q2 2026 in Review

Cascade Financial Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 21,962 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #112.

Cascade Financial Partners first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Cascade Financial Partners held 21,962 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.23M as of Q2 2026.
Cascade Financial 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 0.11% of Cascade Financial Partners's portfolio in Q2 2026, its #112 holding.
Cascade Financial Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.