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

Founders Financial Securities’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 		$559K Sell
9,987
-1,363
-12% -$70.9K 0.03% 371
2026
Q1 		$561K Buy
11,350
+4,614
+68% +$224K 0.03% 350
2025
Q4 		$310K Buy
6,736
+1,475
+28% +$67.2K 0.02% 471
2025
Q3 		$237K Buy
5,261
+74
+1% +$3.21K 0.02% 454
2025
Q2 		$214K Sell
5,187
-290
-5% -$11.2K 0.02% 470
2025
Q1 		$205K Sell
5,477
-199
-4% -$8.27K 0.02% 442
2024
Q4 		$239K Sell
5,676
-499
-8% -$21.6K 0.02% 407
2024
Q3 		$258K Sell
6,175
-108
-2% -$4.34K 0.02% 385
2024
Q2 		$242K Buy
6,283
+44
+0.7% +$1.7K 0.02% 382
2024
Q1 		$251K Buy
6,239
+45
+0.7% +$1.71K 0.03% 341
2023
Q4 		$235K Buy
+6,194
New +$211K 0.03% 332
2022
Q2 		– Sell
-6,297
Closed -$240K – 273
2022
Q1 		$240K Buy
6,297
+153
+2% +$5.77K 0.04% 240
2021
Q4 		$248K Buy
+6,144
New +$249K 0.04% 229

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

Founders Financial Securities's ESML Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 12% in Q2 2026, selling an estimated $70.9K and leaving 9,987 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #371.

Founders Financial Securities first reported a position in ESML in Q4 2021 and has held it in 13 quarters since. The position peaked at $561K in Q1 2026. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Founders Financial Securities held 9,987 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $559K as of Q2 2026.
  • Founders Financial Securities sold 1,363 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $70.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #371 holding.
  • Founders Financial Securities first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Founders Financial Securities's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $561K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.