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

Emergent Wealth Advisors’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	$535K	Hold	9,559	–	–	0.28%	63
2026 Q1	$449K	Hold	9,559	–	–	0.27%	66
2025 Q4	$440K	Hold	9,559	–	–	0.25%	78
2025 Q3	$431K	Buy	9,559 +190	+2%	+$8.25K	0.25%	73
2025 Q2	$387K	Buy	9,369 +260	+3%	+$10.1K	0.25%	74
2025 Q1	$350K	Sell	9,109 -58	-0.6%	-$2.41K	0.25%	72
2024 Q4	$385K	Hold	9,167	–	–	0.28%	70
2024 Q3	$383K	Hold	9,167	–	–	0.28%	72
2024 Q2	$353K	Buy	9,167 +1,821	+25%	+$70.3K	0.28%	69
2024 Q1	$296K	Buy	+7,346	New	+$279K	0.26%	72

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

Emergent Wealth Advisors's ESML Position: Q2 2026 in Review

Emergent Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 9,559 shares worth $535K. The position accounts for 0.28% of the portfolio, ranked #63.

Emergent Wealth Advisors first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Emergent Wealth Advisors held 9,559 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $535K as of Q2 2026.
Emergent Wealth Advisors 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 0.28% of Emergent Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Emergent Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.