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

Integris 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 		$3.88M Sell
69,298
-1,646
-2% -$85.6K 0.78% 21
2026
Q1 		$3.34M Sell
70,944
-2,077
-3% -$101K 0.77% 21
2025
Q4 		$3.36M Sell
73,021
-271
-0.4% -$12.4K 0.76% 23
2025
Q3 		$3.3M Sell
73,292
-762
-1% -$33.1K 0.8% 21
2025
Q2 		$3.06M Buy
74,054
+2,382
+3% +$92.2K 0.8% 21
2025
Q1 		$2.75M Buy
71,672
+2,434
+4% +$101K 0.79% 21
2024
Q4 		$2.91M Sell
69,238
-4,346
-6% -$188K 0.82% 22
2024
Q3 		$3.08M Buy
73,584
+456
+0.6% +$18.3K 0.86% 22
2024
Q2 		$2.82M Buy
73,128
+875
+1% +$33.8K 0.81% 23
2024
Q1 		$2.91M Buy
72,253
+231
+0.3% +$8.79K 0.8% 23
2023
Q4 		$2.74M Buy
72,022
+1,886
+3% +$64.4K 0.81% 23
2023
Q3 		$2.36M Buy
70,136
+14,156
+25% +$504K 0.77% 24
2023
Q2 		$1.99M Buy
55,980
+3,359
+6% +$114K 0.7% 20
2023
Q1 		$1.79M Buy
52,621
+2,903
+6% +$101K 0.66% 21
2022
Q4 		$1.63M Buy
+49,718
New +$1.65M 0.64% 21

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

Integris Wealth Management's ESML Position: Q2 2026 in Review

Integris Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.3% in Q2 2026, selling an estimated $85.6K and leaving 69,298 shares worth $3.88M. The position accounts for 0.78% of the portfolio, ranked #21.

Integris Wealth Management first reported a position in ESML in Q4 2022 and has held it in 15 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Integris Wealth Management held 69,298 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.88M as of Q2 2026.
  • Integris Wealth Management sold 1,646 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $85.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.78% of Integris Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Integris Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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