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

Focus Partners Wealth’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 		$3.08M Buy
55,101
+3,060
+6% +$159K ﹤0.01% 1163
2026
Q1 		$2.45M Buy
52,041
+1,627
+3% +$78.9K ﹤0.01% 1227
2025
Q4 		$2.32M Buy
50,414
+10,425
+26% +$475K ﹤0.01% 1260
2025
Q3 		$1.8M Buy
39,989
+1,225
+3% +$53.2K ﹤0.01% 1061
2025
Q2 		$1.6M Sell
38,764
-6,020
-13% -$233K ﹤0.01% 969
2025
Q1 		$1.72M Buy
44,784
+4,218
+10% +$175K ﹤0.01% 890
2024
Q4 		$1.71M Buy
40,566
+28,741
+243% +$1.24M ﹤0.01% 881
2024
Q3 		$495K Sell
11,825
-18,250
-61% -$734K ﹤0.01% 1157
2024
Q2 		$1.16M Buy
30,075
+428
+1% +$16.5K ﹤0.01% 774
2024
Q1 		$1.19M Buy
+29,647
New +$1.13M 0.01% 578

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Focus Partners Wealth's ESML Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.9% in Q2 2026, buying an estimated $159K and bringing the position to 55,101 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Focus Partners Wealth first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Focus Partners Wealth held 55,101 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.08M as of Q2 2026.
  • Focus Partners Wealth bought 3,060 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $159K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1163 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.