Commonwealth Equity Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Commonwealth Equity Services’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	$19.4M	Buy	346,255 +16,518	+5%	+$859K	0.02%	607
2026 Q1	$15.5M	Buy	329,737 +43,213	+15%	+$2.1M	0.02%	670
2025 Q4	$13.2M	Buy	286,524 +3,469	+1%	+$158K	0.02%	761
2025 Q3	$12.8M	Sell	283,055 -108,457	-28%	-$4.71M	0.02%	786
2025 Q2	$16.2M	Buy	391,512 +23,978	+7%	+$928K	0.02%	667
2025 Q1	$14.1M	Sell	367,534 -32,208	-8%	-$1.34M	0.02%	701
2024 Q4	$16.8M	Buy	399,742 +27,511	+7%	+$1.19M	0.02%	599
2024 Q3	$15.6M	Sell	372,231 -29,722	-7%	-$1.19M	0.02%	623
2024 Q2	$15.5M	Sell	401,953 -16,663	-4%	-$643K	0.02%	607
2024 Q1	$16.9M	Buy	418,616 +12,204	+3%	+$464K	0.03%	559
2023 Q4	$15.4M	Buy	406,412 +149,291	+58%	+$5.1M	0.03%	546
2023 Q3	$8.65M	Sell	257,121 -22,754	-8%	-$810K	0.02%	752
2023 Q2	$9.94M	Buy	279,875 +41,729	+18%	+$1.41M	0.02%	686
2023 Q1	$8.09M	Sell	238,146 -60,918	-20%	-$2.13M	0.02%	769
2022 Q4	$9.83M	Buy	299,064 +59,800	+25%	+$1.99M	0.02%	628
2022 Q3	$7.34M	Buy	239,264 +8,092	+4%	+$273K	0.02%	714
2022 Q2	$7.28M	Sell	231,172 -101,580	-31%	-$3.5M	0.02%	720
2022 Q1	$12.7M	Sell	332,752 -21	-0%	-$791	0.03%	525
2021 Q4	$13.4M	Buy	332,773 +59,306	+22%	+$2.4M	0.03%	497
2021 Q3	$10.7M	Buy	273,467 +93,185	+52%	+$3.69M	0.03%	556
2021 Q2	$7.28M	Buy	180,282 +5,790	+3%	+$230K	0.02%	676
2021 Q1	$6.72M	Buy	174,492 +61,452	+54%	+$2.32M	0.02%	651
2020 Q4	$3.86M	Buy	113,040 +35,358	+46%	+$1.09M	0.01%	854
2020 Q3	$2.06M	Buy	77,682 +25,666	+49%	+$679K	0.01%	1086
2020 Q2	$1.3M	Buy	52,016 +25,384	+95%	+$585K	﹤0.01%	1265
2020 Q1	$531K	Buy	26,632 +6,439	+32%	+$168K	﹤0.01%	1652
2019 Q4	$583K	Buy	20,193 +3,025	+18%	+$83.6K	﹤0.01%	1787
2019 Q3	$458K	Buy	17,168 +498	+3%	+$13.3K	﹤0.01%	1895
2019 Q2	$449K	Buy	+16,670	New	+$444K	﹤0.01%	1883

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 29.18% 1-Year Est. Return

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

Commonwealth Equity Services's ESML Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5% in Q2 2026, buying an estimated $859K and bringing the position to 346,255 shares worth $19.4M. The position accounts for 0.02% of the portfolio, ranked #607.

Commonwealth Equity Services first reported a position in ESML in Q2 2019 and has held it in 29 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Commonwealth Equity Services held 346,255 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $19.4M as of Q2 2026.
Commonwealth Equity Services bought 16,518 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $859K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #607 holding.
Commonwealth Equity Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.