CVA Family Office’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

CVA Family Office’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	$27.7K	Hold	496	–	–	﹤0.01%	734
2026 Q1	$23.3K	Hold	496	–	–	﹤0.01%	764
2025 Q4	$22.8K	Hold	496	–	–	﹤0.01%	677
2025 Q3	$22.4K	Hold	496	–	–	﹤0.01%	668
2025 Q2	$20.5K	Hold	496	–	–	﹤0.01%	680
2025 Q1	$19.1K	Hold	496	–	–	﹤0.01%	688
2024 Q4	$20.9K	Hold	496	–	–	﹤0.01%	668
2024 Q3	$20.7K	Hold	496	–	–	﹤0.01%	651
2024 Q2	$19.1K	Hold	496	–	–	﹤0.01%	646
2024 Q1	$20K	Hold	496	–	–	﹤0.01%	639
2023 Q4	$18.9K	Buy	+496	New	+$16.9K	﹤0.01%	636
2023 Q3	–	Sell	-496	Closed	-$17.6K	–	462
2023 Q2	$17.6K	Hold	496	–	–	﹤0.01%	637
2023 Q1	$16.9K	Hold	496	–	–	﹤0.01%	621
2022 Q4	$16.3K	Buy	+496	New	+$16.5K	﹤0.01%	598

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

CVA Family Office's ESML Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 496 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

CVA Family Office first reported a position in ESML in Q4 2022 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

CVA Family Office held 496 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $27.7K as of Q2 2026.
CVA Family Office left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #734 holding.
CVA Family Office first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.