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

EP 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 		$14.2M Buy
253,060
+29,177
+13% +$1.52M 0.05% 229
2026
Q1 		$10.5M Sell
223,883
-6,004
-3% -$291K 0.05% 213
2025
Q4 		$10.6M Buy
+229,887
New +$10.5M 0.05% 194
2025
Q2 		$8.67M Buy
209,753
+4,635
+2% +$179K 0.06% 198
2025
Q1 		$7.88M Sell
205,118
-2,729
-1% -$113K 0.06% 175
2024
Q4 		$8.74M Buy
207,847
+26,963
+15% +$1.17M 0.07% 156
2024
Q3 		$7.56M Buy
180,884
+8,346
+5% +$336K 0.07% 176
2024
Q2 		$6.64M Buy
172,538
+30,687
+22% +$1.18M 0.07% 153
2024
Q1 		$5.71M Sell
141,851
-1,308
-0.9% -$49.8K 0.07% 158
2023
Q4 		$5.44M Sell
143,159
-13,636
-9% -$465K 0.07% 147
2023
Q3 		$5.28M Buy
156,795
+134,417
+601% +$4.78M 0.08% 140
2023
Q2 		$5.42M Buy
22,378
+11,975
+115% +$405K 0.08% 143
2023
Q1 		$941K Sell
10,403
-113,610
-92% -$3.97M 0.02% 309
2022
Q4 		$4.08M Buy
124,013
+1,750
+1% +$58.1K 0.07% 147
2022
Q3 		$3.75M Sell
122,263
-7,828
-6% -$264K 0.09% 133
2022
Q2 		$4.1M Buy
130,091
+16,782
+15% +$577K 0.09% 127
2022
Q1 		$4.31M Buy
113,309
+4,386
+4% +$165K 0.09% 124
2021
Q4 		$4.39M Buy
108,923
+5,054
+5% +$205K 0.1% 116
2021
Q3 		$4.05M Buy
103,869
+4,713
+5% +$186K 0.11% 105
2021
Q2 		$4M Buy
99,156
+3,197
+3% +$127K 0.11% 121
2021
Q1 		$3.7M Buy
95,959
+6,832
+8% +$257K 0.12% 118
2020
Q4 		$3.04M Buy
89,127
+3,658
+4% +$112K 0.11% 102
2020
Q3 		$2.27M Buy
85,469
+226
+0.3% +$5.97K 0.1% 101
2020
Q2 		$2.14M Buy
85,243
+47,394
+125% +$1.09M 0.09% 111
2020
Q1 		$755K Buy
37,849
+20,728
+121% +$540K 0.04% 209
2019
Q4 		$495K Buy
17,121
+2,068
+14% +$57.2K 0.02% 275
2019
Q3 		$402K Buy
15,053
+7,048
+88% +$188K 0.02% 241
2019
Q2 		$216K Buy
+8,005
New +$213K 0.01% 287

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

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

EP Wealth Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 13% in Q2 2026, buying an estimated $1.52M and bringing the position to 253,060 shares worth $14.2M. The position accounts for 0.05% of the portfolio, ranked #229.

EP Wealth Advisors first reported a position in ESML in Q2 2019 and has held it in 28 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • EP Wealth Advisors held 253,060 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $14.2M as of Q2 2026.
  • EP Wealth Advisors bought 29,177 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.52M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.