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

Financial Services Advisory’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	$3.44M	Buy	61,433 +39,611	+182%	+$2.06M	0.86%	28
2026 Q1	$1.03M	Sell	21,822 -23,094	-51%	-$1.12M	0.49%	32
2025 Q4	$2.07M	Buy	44,916 +21,881	+95%	+$997K	0.74%	27
2025 Q3	$1.04M	Buy	+23,035	New	+$1M	0.4%	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 29.2% 1-Year Est. Return

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

Financial Services Advisory's ESML Position: Q2 2026 in Review

Financial Services Advisory increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 182% in Q2 2026, buying an estimated $2.06M and bringing the position to 61,433 shares worth $3.44M. The position accounts for 0.86% of the portfolio, ranked #28.

Financial Services Advisory first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Financial Services Advisory held 61,433 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.44M as of Q2 2026.
Financial Services Advisory bought 39,611 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.06M.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.86% of Financial Services Advisory's portfolio in Q2 2026, its #28 holding.
Financial Services Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.