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

ETF Portfolio 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	$222K	Buy	+3,965	New	+$206K	0.05%	60
2023 Q2	–	Sell	-16,530	Closed	-$562K	–	50
2023 Q1	$562K	Buy	16,530 +73	+0.4%	+$2.55K	0.21%	32
2022 Q4	$541K	Buy	16,457 +124	+0.8%	+$4.12K	0.23%	32
2022 Q3	$501K	Buy	16,333 +264	+2%	+$8.91K	0.22%	36
2022 Q2	$506K	Buy	16,069 +56	+0.3%	+$1.93K	0.22%	35
2022 Q1	$609K	Buy	16,013 +753	+5%	+$28.4K	0.23%	32
2021 Q4	$615K	Buy	15,260 +7,252	+91%	+$294K	0.23%	30
2021 Q3	$312K	Sell	8,008 -265	-3%	-$10.5K	0.13%	37
2021 Q2	$334K	Sell	8,273 -666	-7%	-$26.5K	0.14%	34
2021 Q1	$345K	Sell	8,939 -565	-6%	-$21.3K	0.15%	34
2020 Q4	$324K	Hold	9,504	–	–	0.15%	36
2020 Q3	$252K	Sell	9,504 -320	-3%	-$8.46K	0.13%	36
2020 Q2	$246K	Buy	+9,824	New	+$226K	0.13%	36

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 29.18% 1-Year Est. Return

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

ETF Portfolio Partners's ESML Position: Q2 2026 in Review

ETF Portfolio Partners opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,965 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings. This is a return to the name: ETF Portfolio Partners previously reported a position in ESML as recently as Q1 2023.

ETF Portfolio Partners first reported a position in ESML in Q2 2020 and has held it in 13 quarters since. The position peaked at $615K in Q4 2021. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

ETF Portfolio Partners held 3,965 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $222K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new ETF Portfolio Partners position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of ETF Portfolio Partners's portfolio in Q2 2026, its #60 holding.
ETF Portfolio Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 13 quarters since.
ETF Portfolio Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $615K in Q4 2021.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.