Institute for Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Institute for Wealth Management’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	$2.85K	Buy	+51	New	+$2.65K	﹤0.01%	1541

Other funds holding ESML

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Institute for Wealth Management's ESML Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 51 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #1541 among its holdings.

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

Institute for Wealth Management held 51 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.85K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1541 holding.
331 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.