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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

CLA (CliftonLarsonAllen) 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 		$2.11M Buy
37,727
+2,608
+7% +$136K 0.03% 149
2026
Q1 		$1.65M Buy
35,119
+107
+0.3% +$5.19K 0.02% 152
2025
Q4 		$1.61M Buy
35,012
+1,510
+5% +$68.8K 0.02% 143
2025
Q3 		$1.51M Buy
33,502
+313
+0.9% +$13.6K 0.02% 143
2025
Q2 		$1.37M Sell
33,189
-1,781
-5% -$68.9K 0.02% 149
2025
Q1 		$1.34M Buy
34,970
+4,407
+14% +$183K 0.03% 143
2024
Q4 		$1.29M Buy
30,563
+234
+0.8% +$10.1K 0.02% 135
2024
Q3 		$1.27M Sell
30,329
-4,366
-13% -$176K 0.03% 136
2024
Q2 		$1.34M Buy
34,695
+8,531
+33% +$329K 0.03% 125
2024
Q1 		$1.05M Sell
26,164
-2,002
-7% -$76.2K 0.02% 127
2023
Q4 		$1.07M Buy
28,166
+1,856
+7% +$63.4K 0.03% 134
2023
Q3 		$885K Sell
26,310
-390
-1% -$13.9K 0.02% 130
2023
Q2 		$948K Sell
26,700
-681
-2% -$23.1K 0.03% 130
2023
Q1 		$931K Buy
27,381
+1,173
+4% +$41K 0.03% 137
2022
Q4 		$862K Sell
26,208
-698
-3% -$23.2K 0.03% 142
2022
Q3 		$825K Buy
26,906
+1,453
+6% +$49K 0.1% 61
2022
Q2 		$802K Buy
25,453
+1,865
+8% +$64.2K 0.03% 141
2022
Q1 		$897K Sell
23,588
-3,391
-13% -$128K 0.03% 147
2021
Q4 		$1.09M Buy
26,979
+213
+0.8% +$8.62K 0.04% 128
2021
Q3 		$1.04M Buy
26,766
+3,871
+17% +$153K 0.04% 144
2021
Q2 		$924K Buy
22,895
+9,707
+74% +$386K 0.04% 159
2021
Q1 		$508K Buy
+13,188
New +$497K 0.02% 152

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

CLA (CliftonLarsonAllen) Wealth Advisors's ESML Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.4% in Q2 2026, buying an estimated $136K and bringing the position to 37,727 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #149.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ESML in Q1 2021 and has held it in 22 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 37,727 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.11M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 2,608 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $136K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.