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

Finley Financial’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	$280K	Hold	5,000	–	–	0.11%	62
2026 Q1	$235K	Hold	5,000	–	–	0.11%	62
2025 Q4	$230K	Hold	5,000	–	–	0.11%	62
2025 Q3	$225K	Hold	5,000	–	–	0.1%	64
2025 Q2	$207K	Hold	5,000	–	–	0.1%	66
2025 Q1	$188K	Hold	5,000	–	–	0.1%	64
2024 Q4	$215K	Buy	+5,000	New	+$216K	0.11%	63

Other funds holding ESML

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Finley Financial's ESML Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 5,000 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #62.

Finley Financial first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Finley Financial held 5,000 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $280K as of Q2 2026.
Finley Financial left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of Finley Financial's portfolio in Q2 2026, its #62 holding.
Finley Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
315 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.