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

Financial Futures’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	$667K	Sell	11,932 -1,881	-14%	-$97.8K	0.25%	42
2026 Q1	$650K	Buy	13,813 +6	+0%	+$291	0.29%	38
2025 Q4	$635K	Buy	13,807 +950	+7%	+$43.3K	0.29%	42
2025 Q3	$580K	Buy	12,857 +1,880	+17%	+$81.7K	0.28%	47
2025 Q2	$454K	Buy	10,977 +2,441	+29%	+$94.5K	0.24%	48
2025 Q1	$328K	Buy	8,536 +205	+2%	+$8.52K	0.19%	47
2024 Q4	$350K	Sell	8,331 -118	-1%	-$5.1K	0.2%	46
2024 Q3	$353K	Buy	+8,449	New	+$340K	0.2%	44

Other funds holding ESML

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Financial Futures's ESML Position: Q2 2026 in Review

Financial Futures reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 14% in Q2 2026, selling an estimated $97.8K and leaving 11,932 shares worth $667K. The position accounts for 0.25% of the portfolio, ranked #42.

Financial Futures first reported a position in ESML in Q3 2024 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Financial Futures held 11,932 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $667K as of Q2 2026.
Financial Futures sold 1,881 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $97.8K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.25% of Financial Futures's portfolio in Q2 2026, its #42 holding.
Financial Futures first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
221 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.