Ferguson Wellman Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ferguson Wellman Capital Management’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	$1.73M	Buy	31,010 +286	+0.9%	+$14.9K	0.02%	186
2026 Q1	$1.44M	Buy	+30,724	New	+$1.49M	0.02%	194
2021 Q1	–	Sell	-14,818	Closed	-$506K	–	354
2020 Q4	$506K	Buy	14,818 +550	+4%	+$16.9K	0.01%	281
2020 Q3	$378K	Buy	14,268 +4,158	+41%	+$110K	0.01%	286
2020 Q2	$253K	Buy	+10,110	New	+$233K	0.01%	306
2020 Q1	–	Sell	-6,977	Closed	-$202K	–	322
2019 Q4	$202K	Buy	+6,977	New	+$193K	0.01%	346

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

Ferguson Wellman Capital Management's ESML Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.93% in Q2 2026, buying an estimated $14.9K and bringing the position to 31,010 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #186.

Ferguson Wellman Capital Management first reported a position in ESML in Q4 2019 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Ferguson Wellman Capital Management held 31,010 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.73M as of Q2 2026.
Ferguson Wellman Capital Management bought 286 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $14.9K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #186 holding.
Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 6 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.