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Foster Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Foster Group’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 		$526K Sell
9,412
-405
-4% -$21.1K 0.01% 178
2026
Q1 		$462K Sell
9,817
-459
-4% -$22.3K 0.01% 172
2025
Q4 		$472K Buy
10,276
+2,337
+29% +$107K 0.01% 163
2025
Q3 		$358K Buy
7,939
+176
+2% +$7.64K 0.01% 176
2025
Q2 		$321K Buy
7,763
+591
+8% +$22.9K 0.01% 185
2025
Q1 		$275K Buy
7,172
+195
+3% +$8.11K 0.01% 170
2024
Q4 		$293K Buy
6,977
+134
+2% +$5.79K 0.01% 152
2024
Q3 		$286K Buy
6,843
+585
+9% +$23.5K 0.01% 165
2024
Q2 		$241K Buy
6,258
+215
+4% +$8.3K 0.01% 181
2024
Q1 		$243K Buy
+6,043
New +$230K 0.01% 183

Other funds holding ESML

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Foster Group's ESML Position: Q2 2026 in Review

Foster Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.1% in Q2 2026, selling an estimated $21.1K and leaving 9,412 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #178.

Foster Group first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Foster Group held 9,412 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $526K as of Q2 2026.
  • Foster Group sold 405 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $21.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Foster Group's portfolio in Q2 2026, its #178 holding.
  • Foster Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.