Fingerlakes Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Fingerlakes Wealth 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	$1.16M	Buy	20,734 +3,096	+18%	+$161K	0.62%	41
2026 Q1	$829K	Buy	17,638 +217	+1%	+$10.5K	0.55%	43
2025 Q4	$801K	Buy	17,421 +34	+0.2%	+$1.55K	0.51%	44
2025 Q3	$784K	Sell	17,387 -56	-0.3%	-$2.43K	0.51%	45
2025 Q2	$721K	Buy	17,443 +87	+0.5%	+$3.37K	0.54%	44
2025 Q1	$667K	Sell	17,356 -280	-2%	-$11.6K	0.57%	43
2024 Q4	$742K	Sell	17,636 -1,404	-7%	-$60.7K	0.6%	43
2024 Q3	$796K	Buy	19,040 +70	+0.4%	+$2.81K	0.66%	40
2024 Q2	$730K	Sell	18,970 -125	-0.7%	-$4.83K	0.66%	41
2024 Q1	$769K	Buy	19,095 +1,604	+9%	+$61K	0.74%	36
2023 Q4	$665K	Sell	17,491 -503	-3%	-$17.2K	0.71%	37
2023 Q3	$605K	Buy	17,994 +395	+2%	+$14.1K	0.74%	37
2023 Q2	$625K	Buy	17,599 +487	+3%	+$16.5K	0.72%	36
2023 Q1	$582K	Buy	17,112 +2,585	+18%	+$90.3K	0.72%	36
2022 Q4	$478K	Buy	14,527 +655	+5%	+$21.8K	0.66%	43
2022 Q3	$425K	Buy	13,872 +1,393	+11%	+$47K	0.62%	49
2022 Q2	$393K	Buy	12,479 +2,650	+27%	+$91.2K	0.54%	60
2022 Q1	$374K	Buy	9,829 +1,119	+13%	+$42.2K	0.44%	62
2021 Q4	$356K	Buy	+8,710	New	+$353K	0.4%	66

Other funds holding ESML

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

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

GAM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Fingerlakes Wealth Management's ESML Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 18% in Q2 2026, buying an estimated $161K and bringing the position to 20,734 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #41.

Fingerlakes Wealth Management first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 162 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Fingerlakes Wealth Management held 20,734 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.16M as of Q2 2026.
Fingerlakes Wealth Management bought 3,096 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $161K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.62% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #41 holding.
Fingerlakes Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
162 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.