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Higgins & Schmidt Wealth Strategies’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$342K Sell
6,114
-191
-3% -$9.93K 0.14% 50
2026
Q1 		$296K Sell
6,305
-117
-2% -$5.67K 0.14% 51
2025
Q4 		$295K Buy
6,422
+1,766
+38% +$80.5K 0.14% 52
2025
Q3 		$210K Buy
+4,656
New +$202K 0.11% 54

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's ESML Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3% in Q2 2026, selling an estimated $9.93K and leaving 6,114 shares worth $342K. The position accounts for 0.14% of the portfolio, ranked #50.

Higgins & Schmidt Wealth Strategies first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 6,114 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $342K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 191 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $9.93K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.14% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #50 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.