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

Financial Engines 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 		$8.1M Sell
144,770
-6,207
-4% -$323K 0.01% 118
2026
Q1 		$7.1M Sell
150,977
-861
-0.6% -$41.8K 0.01% 117
2025
Q4 		$6.98M Buy
151,838
+5,609
+4% +$256K 0.01% 126
2025
Q3 		$6.59M Buy
146,229
+2,350
+2% +$102K 0.01% 131
2025
Q2 		$5.95M Buy
143,879
+16,950
+13% +$656K 0.01% 128
2025
Q1 		$4.88M Sell
126,929
-1,706
-1% -$70.9K 0.01% 134
2024
Q4 		$5.41M Sell
128,635
-18,828
-13% -$814K 0.01% 132
2024
Q3 		$6.17M Sell
147,463
-6,898
-4% -$277K 0.01% 113
2024
Q2 		$5.94M Buy
154,361
+12,531
+9% +$484K 0.01% 108
2024
Q1 		$5.71M Buy
141,830
+25,187
+22% +$958K 0.01% 104
2023
Q4 		$4.43M Buy
116,643
+21,677
+23% +$740K 0.01% 108
2023
Q3 		$3.21M Buy
94,966
+9,754
+11% +$347K 0.01% 105
2023
Q2 		$3.03M Buy
85,212
+15,978
+23% +$541K 0.01% 115
2023
Q1 		$2.35M Buy
69,234
+30,819
+80% +$1.08M 0.01% 128
2022
Q4 		$1.26M Buy
38,415
+8,539
+29% +$284K ﹤0.01% 149
2022
Q3 		$916K Buy
29,876
+8,029
+37% +$271K ﹤0.01% 164
2022
Q2 		$688K Buy
21,847
+1,809
+9% +$62.3K ﹤0.01% 177
2022
Q1 		$762K Buy
20,038
+8,834
+79% +$333K ﹤0.01% 175
2021
Q4 		$452K Buy
11,204
+1,110
+11% +$44.9K ﹤0.01% 165
2021
Q3 		$393K Buy
+10,094
New +$399K ﹤0.01% 193

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

Financial Engines Advisors's ESML Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.1% in Q2 2026, selling an estimated $323K and leaving 144,770 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #118.

Financial Engines Advisors first reported a position in ESML in Q3 2021 and has held it in 20 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Financial Engines Advisors held 144,770 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $8.1M as of Q2 2026.
  • Financial Engines Advisors sold 6,207 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $323K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #118 holding.
  • Financial Engines Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.