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

Concord Wealth 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 		$5.26K Buy
+94
New +$4.89K ﹤0.01% 654
2026
Q1 		– Sell
-94
Closed -$4.32K – 373
2025
Q4 		$4.32K Sell
94
-984
-91% -$44.9K ﹤0.01% 641
2025
Q3 		$48.6K Hold
1,078
– – 0.01% 343
2025
Q2 		$44.6K Hold
1,078
– – 0.01% 361
2025
Q1 		$41.4K Sell
1,078
-2,212
-67% -$91.9K 0.01% 343
2024
Q4 		$138K Sell
3,290
-315
-9% -$13.6K 0.02% 221
2024
Q3 		$151K Sell
3,605
-3,895
-52% -$157K 0.03% 226
2024
Q2 		$289K Sell
7,500
-3,388
-31% -$131K 0.05% 165
2024
Q1 		$438K Sell
10,888
-2,825
-21% -$107K 0.08% 151
2023
Q4 		$521K Sell
13,713
-3,398
-20% -$116K 0.1% 121
2023
Q3 		$576K Sell
17,111
-2,028
-11% -$72.2K 0.12% 115
2023
Q2 		$680K Buy
19,139
+1,741
+10% +$58.9K 0.15% 89
2023
Q1 		$591K Sell
17,398
-1,779
-9% -$62.1K 0.17% 77
2022
Q4 		$631K Buy
19,177
+616
+3% +$20.5K 0.19% 74
2022
Q3 		$569K Sell
18,561
-984
-5% -$33.2K 0.18% 81
2022
Q2 		$616K Buy
19,545
+3,095
+19% +$107K 0.17% 85
2022
Q1 		$626K Buy
16,450
+3,030
+23% +$114K 0.16% 85
2021
Q4 		$541K Buy
13,420
+5,501
+69% +$223K 0.13% 93
2021
Q3 		$309K Buy
7,919
+3,628
+85% +$144K 0.13% 57
2021
Q2 		$173K Buy
+4,291
New +$171K 0.05% 154

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

Concord Wealth Partners's ESML Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 94 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ESML as recently as Q4 2025.

Concord Wealth Partners first reported a position in ESML in Q2 2021 and has held it in 20 quarters since. The position peaked at $680K in Q2 2023. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Concord Wealth Partners held 94 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.26K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #654 holding.
  • Concord Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $680K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.