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Grey Fox Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Grey Fox Wealth Advisors’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 		$211K Buy
+3,775
New +$196K 0.03% 170
2025
Q4 		– Sell
-4,500
Closed -$203K – 287
2025
Q3 		$203K Buy
+4,500
New +$195K 0.04% 140
2023
Q2 		– Sell
-309
Closed -$10.5K – 236
2023
Q1 		$10.5K Buy
309
+45
+17% +$1.57K 0.01% 307
2022
Q4 		$8.68K Buy
+264
New +$8.77K 0.01% 294

Other funds holding ESML

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Grey Fox Wealth Advisors's ESML Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,775 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in ESML as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in ESML in Q4 2022 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Grey Fox Wealth Advisors held 3,775 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $211K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.