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Estate Counselors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Estate Counselors’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 		$237K Buy
+4,230
New +$220K 0.02% 88
2025
Q3 		– Sell
-7,230
Closed -$299K – 95
2025
Q2 		$299K Buy
+7,230
New +$280K 0.03% 77

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Estate Counselors's ESML Position: Q2 2026 in Review

Estate Counselors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,230 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #88 among its holdings. This is a return to the name: Estate Counselors previously reported a position in ESML as recently as Q2 2025.

Estate Counselors first reported a position in ESML in Q2 2025 and has held it in 2 quarters since. The position peaked at $299K in Q2 2025. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Estate Counselors held 4,230 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $237K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Estate Counselors position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Estate Counselors's portfolio in Q2 2026, its #88 holding.
  • Estate Counselors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • Estate Counselors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $299K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.