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Golden State Equity Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Golden State Equity Partners’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 		– Sell
-37
Closed -$1.74K – 779
2026
Q1 		$1.74K Buy
+37
New +$1.79K ﹤0.01% 1700

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Golden State Equity Partners's ESML Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 37 shares — an estimated $1.74K sold.

Golden State Equity Partners first reported a position in ESML in Q1 2026 and held it in 1 quarter. The position peaked at $1.74K in Q1 2026. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 37 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.74K.
  • Golden State Equity Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.74K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.