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Diversified Enterprises’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Diversified Enterprises’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 		$207K Buy
+3,703
New +$193K 0.01% 409

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Diversified Enterprises's ESML Position: Q2 2026 in Review

Diversified Enterprises opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,703 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings.

224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Diversified Enterprises held 3,703 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $207K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Diversified Enterprises position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #409 holding.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.