Heritage Family Offices’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Heritage Family Offices’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	$310K	Buy	+5,546	New	+$288K	0.12%	146

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

Heritage Family Offices's ESML Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 5,546 shares worth $310K. The stake represents 0.12% of the portfolio and ranks #146 among its holdings.

475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Heritage Family Offices held 5,546 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $310K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Heritage Family Offices position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #146 holding.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.