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

Glassman Wealth Services’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	$56	Hold	1	–	–	﹤0.01%	235
2026 Q1	$47	Hold	1	–	–	﹤0.01%	186
2025 Q4	$46	Hold	1	–	–	﹤0.01%	194
2025 Q3	$45	Hold	1	–	–	﹤0.01%	185
2025 Q2	$41	Hold	1	–	–	﹤0.01%	181
2025 Q1	$38	Sell	1 -809	-100%	-$33.6K	﹤0.01%	210
2024 Q4	$34.1K	Buy	810 +809	+80,900%	+$35K	0.01%	115
2024 Q3	$42	Hold	1	–	–	﹤0.01%	180
2024 Q2	$39	Hold	1	–	–	﹤0.01%	191
2024 Q1	$40	Hold	1	–	–	﹤0.01%	203
2023 Q4	$38	Hold	1	–	–	﹤0.01%	1951
2023 Q3	$34	Hold	1	–	–	﹤0.01%	1984
2023 Q2	$36	Buy	+1	New	+$34	﹤0.01%	1897

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

Glassman Wealth Services's ESML Position: Q2 2026 in Review

Glassman Wealth Services held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Glassman Wealth Services first reported a position in ESML in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.1K in Q4 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Glassman Wealth Services held 1 share of iShares ESG Aware MSCI USA Small-Cap ETF worth $56 as of Q2 2026.
Glassman Wealth Services 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 ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #235 holding.
Glassman Wealth Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Glassman Wealth Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $34.1K in Q4 2024.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.