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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$847K Buy
+15,703
New +$817K 0.01% 695
2026
Q1
Sell
-16,650
Closed -$820K 425
2025
Q4
$820K Buy
16,650
+32
+0.2% +$1.46K 0.03% 447
2025
Q3
$752K Sell
16,618
-2,617
-14% -$114K 0.03% 442
2025
Q2
$826K Buy
19,235
+3,128
+19% +$121K 0.03% 376
2025
Q1
$606K Buy
16,107
+3,915
+32% +$163K 0.04% 316
2024
Q4
$506K Buy
12,192
+454
+4% +$19.6K 0.03% 362
2024
Q3
$491K Buy
11,738
+1,508
+15% +$60.6K 0.03% 378
2024
Q2
$389K Sell
10,230
-929
-8% -$35.9K 0.02% 431
2024
Q1
$444K Buy
+11,159
New +$425K 0.03% 452

Other funds holding ESML

Diversify Advisory Services's ESML Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 15,703 shares worth $847K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ESML as recently as Q4 2025.

Diversify Advisory Services first reported a position in ESML in Q1 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Diversify Advisory Services held 15,703 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $847K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #695 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.