Continuum Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Continuum Advisory’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	$280K	Sell	5,013 -355	-7%	-$18.5K	0.02%	390
2026 Q1	$252K	Buy	5,368 +710	+15%	+$34.4K	0.02%	398
2025 Q4	$214K	Buy	+4,658	New	+$212K	0.02%	430
2025 Q2	–	Sell	-4,001	Closed	-$154K	–	752
2025 Q1	$154K	Hold	4,001	–	–	0.02%	441
2024 Q4	$168K	Sell	4,001 -232	-5%	-$10K	0.02%	422
2024 Q3	$186K	Hold	4,233	–	–	0.02%	406
2024 Q2	$163K	Sell	4,233 -1	-0%	-$39	0.02%	403
2024 Q1	$166K	Buy	+4,234	New	+$161K	0.02%	398

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

Continuum Advisory's ESML Position: Q2 2026 in Review

Continuum Advisory reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 6.6% in Q2 2026, selling an estimated $18.5K and leaving 5,013 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #390.

Continuum Advisory first reported a position in ESML in Q1 2024 and has held it in 8 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Continuum Advisory held 5,013 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $280K as of Q2 2026.
Continuum Advisory sold 355 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $18.5K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #390 holding.
Continuum Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.