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Elwood & Goetz Wealth Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$616K Sell
11,020
-75
-0.7% -$3.9K 0.09% 72
2026
Q1 		$522K Buy
11,095
+2,384
+27% +$116K 0.09% 69
2025
Q4 		$401K Buy
8,711
+26
+0.3% +$1.19K 0.07% 78
2025
Q3 		$392K Sell
8,685
-1,601
-16% -$69.5K 0.08% 79
2025
Q2 		$425K Buy
+10,286
New +$398K 0.09% 65
2024
Q3 		– Sell
-7,058
Closed -$272K – 105
2024
Q2 		$272K Hold
7,058
– – 0.08% 60
2024
Q1 		$284K Buy
7,058
+4
+0.1% +$152 0.07% 66
2023
Q4 		$268K Buy
7,054
+87
+1% +$2.97K 0.06% 68
2023
Q3 		$234K Sell
6,967
-146
-2% -$5.2K 0.05% 70
2023
Q2 		$253K Sell
7,113
-576
-7% -$19.5K 0.06% 60
2023
Q1 		$261K Buy
7,689
+76
+1% +$2.65K 0.06% 58
2022
Q4 		$250K Sell
7,613
-542
-7% -$18K 0.08% 57
2022
Q3 		$250K Buy
8,155
+36
+0.4% +$1.22K 0.08% 54
2022
Q2 		$256K Buy
8,119
+10
+0.1% +$344 0.09% 51
2022
Q1 		$308K Buy
8,109
+3
+0% +$113 0.1% 52
2021
Q4 		$327K Buy
8,106
+52
+0.6% +$2.1K 0.1% 43
2021
Q3 		$314K Buy
+8,054
New +$319K 0.11% 44

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

Elwood & Goetz Wealth Advisory Group's ESML Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.68% in Q2 2026, selling an estimated $3.9K and leaving 11,020 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #72.

Elwood & Goetz Wealth Advisory Group first reported a position in ESML in Q3 2021 and has held it in 17 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 11,020 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $616K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 75 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $3.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 17 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.