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

Cornerstone 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	$288K	Sell	5,145 -425	-8%	-$22.1K	0.06%	44
2026 Q1	$262K	Buy	5,570 +125	+2%	+$6.06K	0.06%	42
2025 Q4	$250K	Buy	5,445 +650	+14%	+$29.6K	0.06%	42
2025 Q3	$216K	Sell	4,795 -395	-8%	-$17.2K	0.05%	49
2025 Q2	$215K	Buy	+5,190	New	+$201K	0.06%	45
2025 Q1	–	Sell	-5,050	Closed	-$212K	–	49
2024 Q4	$212K	Sell	5,050 -500	-9%	-$21.6K	0.06%	50
2024 Q3	$232K	Hold	5,550	–	–	0.06%	47
2024 Q2	$214K	Buy	+5,550	New	+$214K	0.06%	47

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

Cornerstone Wealth Advisors's ESML Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.6% in Q2 2026, selling an estimated $22.1K and leaving 5,145 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #44.

Cornerstone Wealth Advisors first reported a position in ESML in Q2 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Cornerstone Wealth Advisors held 5,145 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $288K as of Q2 2026.
Cornerstone Wealth Advisors sold 425 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $22.1K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Cornerstone Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.