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

Centerpoint 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	$39K	Buy	700 +25	+4%	+$1.3K	0.01%	187
2026 Q1	$32K	Buy	675 +111	+20%	+$5.38K	0.01%	181
2025 Q4	$26K	Buy	564 +57	+11%	+$2.6K	0.01%	204
2025 Q3	$23K	Buy	507 +98	+24%	+$4.26K	0.01%	229
2025 Q2	$17K	Buy	409 +48	+13%	+$1.86K	0.01%	275
2025 Q1	$14K	Buy	361 +85	+31%	+$3.53K	0.01%	291
2024 Q4	$12K	Buy	276 +83	+43%	+$3.59K	﹤0.01%	334
2024 Q3	$8K	Hold	193	–	–	﹤0.01%	371
2024 Q2	$7K	Buy	193 +21	+12%	+$811	﹤0.01%	366
2024 Q1	$7K	Buy	172 +32	+23%	+$1.22K	﹤0.01%	342
2023 Q4	$5K	Buy	140 +80	+133%	+$2.73K	﹤0.01%	356
2023 Q3	$2K	Buy	60 +8	+15%	+$285	﹤0.01%	436
2023 Q2	$2K	Buy	52 +34	+189%	+$1.15K	﹤0.01%	440
2023 Q1	$1K	Buy	+18	New	+$629	﹤0.01%	490

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

Centerpoint Advisors's ESML Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.7% in Q2 2026, buying an estimated $1.3K and bringing the position to 700 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #187.

Centerpoint Advisors first reported a position in ESML in Q1 2023 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Centerpoint Advisors held 700 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $39K as of Q2 2026.
Centerpoint Advisors bought 25 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.3K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #187 holding.
Centerpoint Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.