Focus Partners Advisor Solutions’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Focus Partners Advisor Solutions’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	$813K	Buy	14,535 +3,020	+26%	+$157K	0.01%	642
2026 Q1	$540K	Sell	11,515 -3,374	-23%	-$164K	0.01%	759
2025 Q4	$685K	Sell	14,889 -9,553	-39%	-$435K	0.01%	615
2025 Q3	$1.11M	Buy	24,442 +7,668	+46%	+$333K	0.01%	486
2025 Q2	$693K	Buy	16,774 +1,180	+8%	+$45.7K	0.01%	563
2025 Q1	$599K	Buy	+15,594	New	+$648K	0.01%	537
2024 Q4	–	Sell	-5,453	Closed	-$228K	–	803
2024 Q3	$228K	Buy	5,453 +163	+3%	+$6.55K	﹤0.01%	678
2024 Q2	$204K	Buy	+5,290	New	+$204K	0.01%	603

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

Focus Partners Advisor Solutions's ESML Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 26% in Q2 2026, buying an estimated $157K and bringing the position to 14,535 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #642.

Focus Partners Advisor Solutions first reported a position in ESML in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q3 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Focus Partners Advisor Solutions held 14,535 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $813K as of Q2 2026.
Focus Partners Advisor Solutions bought 3,020 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $157K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #642 holding.
Focus Partners Advisor Solutions first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.11M in Q3 2025.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.