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

Friedenthal 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	$351K	Hold	6,277	–	–	0.16%	98
2026 Q1	$295K	Hold	6,277	–	–	0.15%	98
2025 Q4	$289K	Sell	6,277 -529	-8%	-$24.1K	0.15%	101
2025 Q3	$307K	Hold	6,806	–	–	0.16%	98
2025 Q2	$281K	Sell	6,806 -4,789	-41%	-$185K	0.15%	101
2025 Q1	$445K	Hold	11,595	–	–	0.27%	86
2024 Q4	$488K	Hold	11,595	–	–	0.29%	94
2024 Q3	$485K	Hold	11,595	–	–	0.28%	92
2024 Q2	$446K	Sell	11,595 -227	-2%	-$8.76K	0.28%	93
2024 Q1	$476K	Hold	11,822	–	–	0.29%	93
2023 Q4	$449K	Buy	11,822 +297	+3%	+$10.1K	0.29%	91
2023 Q3	$388K	Buy	+11,525	New	+$410K	0.26%	97

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 29.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Friedenthal Financial's ESML Position: Q2 2026 in Review

Friedenthal Financial held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 6,277 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #98.

Friedenthal Financial first reported a position in ESML in Q3 2023 and has held it in 12 quarters since. The position peaked at $488K in Q4 2024. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Friedenthal Financial held 6,277 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $351K as of Q2 2026.
Friedenthal 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 0.16% of Friedenthal Financial's portfolio in Q2 2026, its #98 holding.
Friedenthal Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Friedenthal Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $488K in Q4 2024.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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