IA
ESML icon

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

IFP 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 		$8.72K Sell
156
-704
-82% -$36.6K ﹤0.01% 3482
2026
Q1 		$40.4K Sell
860
-50
-5% -$2.42K ﹤0.01% 2370
2025
Q4 		$41.8K Buy
910
+179
+24% +$8.16K ﹤0.01% 2291
2025
Q3 		$33K Sell
731
-6
-0.8% -$261 ﹤0.01% 2305
2025
Q2 		$30.5K Buy
737
+628
+576% +$24.3K ﹤0.01% 2310
2025
Q1 		$4.17K Buy
109
+33
+43% +$1.37K ﹤0.01% 2903
2024
Q4 		$3.18K Hold
76
– – ﹤0.01% 2948
2024
Q3 		$3.16K Sell
76
-2
-3% -$80 ﹤0.01% 2804
2024
Q2 		$3.02K Buy
78
+48
+160% +$1.85K ﹤0.01% 2723
2024
Q1 		$1.22K Sell
30
-80
-73% -$3.04K ﹤0.01% 2813
2023
Q4 		$4.19K Sell
110
-536
-83% -$18.3K ﹤0.01% 2482
2023
Q3 		$21.7K Buy
646
+7
+1% +$249 ﹤0.01% 1906
2023
Q2 		$22.7K Sell
639
-298
-32% -$10.1K ﹤0.01% 1938
2023
Q1 		$25.3K Sell
937
-17,414
-95% -$608K ﹤0.01% 1917
2022
Q4 		$500K Buy
18,351
+2,426
+15% +$80.6K 0.01% 899
2022
Q3 		$433K Buy
15,925
+3,569
+29% +$120K 0.01% 995
2022
Q2 		$338K Hold
12,356
– – 0.01% 1013
2022
Q1 		$338K Buy
12,356
+8,526
+223% +$321K 0.01% 1012
2021
Q4 		$155K Buy
3,830
+99
+3% +$4.01K ﹤0.01% 1075
2021
Q3 		$145K Buy
3,731
+1,271
+52% +$50.3K ﹤0.01% 1115
2021
Q2 		$99K Sell
2,460
-48
-2% -$1.91K ﹤0.01% 1246
2021
Q1 		$97K Sell
2,508
-311
-11% -$11.7K ﹤0.01% 1187
2020
Q4 		$97K Sell
2,819
-50
-2% -$1.54K ﹤0.01% 1150
2020
Q3 		$75K Buy
2,869
+219
+8% +$5.79K ﹤0.01% 1126
2020
Q2 		$65K Sell
2,650
-64
-2% -$1.48K 0.01% 1094
2020
Q1 		$55K Buy
2,714
+2,706
+33,825% +$70.4K 0.01% 1074
2019
Q4 		$0 Sell
8
-102
-93% -$2.82K ﹤0.01% 2915
2019
Q3 		$2K Buy
+110
New +$2.94K ﹤0.01% 2676

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

IFP Advisors's ESML Position: Q2 2026 in Review

IFP Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 82% in Q2 2026, selling an estimated $36.6K and leaving 156 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

IFP Advisors first reported a position in ESML in Q3 2019 and has held it in 28 quarters since. The position peaked at $500K in Q4 2022. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • IFP Advisors held 156 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $8.72K as of Q2 2026.
  • IFP Advisors sold 704 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $36.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3482 holding.
  • IFP Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $500K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.