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eCIO Inc’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

eCIO Inc’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 		$3.61M Sell
64,571
-4,439
-6% -$231K 1.01% 19
2026
Q1 		$3.24M Sell
69,010
-2,491
-3% -$121K 1.43% 15
2025
Q4 		$3.29M Sell
71,501
-1,134
-2% -$51.7K 1.53% 15
2025
Q3 		$3.27M Buy
72,635
+5,295
+8% +$230K 1.22% 14
2025
Q2 		$2.78M Buy
67,340
+30,586
+83% +$1.18M 1.17% 14
2025
Q1 		$1.41M Buy
+36,754
New +$1.53M 0.47% 31

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

eCIO Inc's ESML Position: Q2 2026 in Review

eCIO Inc reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 6.4% in Q2 2026, selling an estimated $231K and leaving 64,571 shares worth $3.61M. The position accounts for 1.01% of the portfolio, ranked #19.

eCIO Inc first reported a position in ESML in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • eCIO Inc held 64,571 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.61M as of Q2 2026.
  • eCIO Inc sold 4,439 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $231K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.01% of eCIO Inc's portfolio in Q2 2026, its #19 holding.
  • eCIO Inc first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on eCIO Inc's 13F filing for Q2 2026, filed 27 Jul 2026.