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

Elevation Wealth Partners’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	$20.1K	Hold	360	–	–	0.01%	591
2026 Q1	$16.9K	Hold	360	–	–	0.01%	411
2025 Q4	$16.6K	Hold	360	–	–	0.01%	406
2025 Q3	$16.2K	Hold	360	–	–	0.01%	345
2025 Q2	$14.9K	Hold	360	–	–	0.01%	336
2025 Q1	$13.8K	Hold	360	–	–	0.01%	343
2024 Q4	$15.1K	Hold	360	–	–	0.01%	331
2024 Q3	$15.1K	Hold	360	–	–	0.01%	321
2024 Q2	$13.9K	Hold	360	–	–	0.01%	319
2024 Q1	$14.5K	Hold	360	–	–	0.01%	321
2023 Q4	$12.1K	Hold	360	–	–	0.01%	316
2023 Q3	$12.1K	Hold	360	–	–	0.01%	234
2023 Q2	$12.8K	Hold	360	–	–	0.01%	236
2023 Q1	$12.2K	Buy	+360	New	+$12.6K	0.01%	248

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

Elevation Wealth Partners's ESML Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 360 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #591.

Elevation Wealth Partners first reported a position in ESML in Q1 2023 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Elevation Wealth Partners held 360 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $20.1K as of Q2 2026.
Elevation Wealth Partners 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 Elevation Wealth Partners's portfolio in Q2 2026, its #591 holding.
Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 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 Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.