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

Invera Wealth 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	$1.91M	Sell	34,121 -409	-1%	-$21.3K	1.02%	29
2026 Q1	$1.62M	Sell	34,530 -49,502	-59%	-$2.4M	1.04%	31
2025 Q4	$3.86M	Sell	84,032 -1,484	-2%	-$67.7K	2.44%	15
2025 Q3	$3.86M	Sell	85,516 -1,170	-1%	-$50.8K	2.38%	16
2025 Q2	$3.58M	Sell	86,686 -1,726	-2%	-$66.8K	2.34%	15
2025 Q1	$3.4M	Sell	88,412 -2,344	-3%	-$97.4K	2.19%	15
2024 Q4	$3.99M	Sell	90,756 -2,076	-2%	-$89.7K	3.95%	11
2024 Q3	$4.13M	Buy	92,832 +2,105	+2%	+$84.6K	4.11%	10
2024 Q2	$3.59M	Buy	90,727 +1,010	+1%	+$39K	3.68%	13
2024 Q1	$3.32M	Buy	89,717 +531	+0.6%	+$20.2K	2.82%	14
2023 Q4	$3.39M	Buy	+89,186	New	+$3.04M	2.12%	18

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

Invera Wealth Advisors's ESML Position: Q2 2026 in Review

Invera Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.2% in Q2 2026, selling an estimated $21.3K and leaving 34,121 shares worth $1.91M. The position accounts for 1.02% of the portfolio, ranked #29.

Invera Wealth Advisors first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.13M in Q3 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Invera Wealth Advisors held 34,121 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.91M as of Q2 2026.
Invera Wealth Advisors sold 409 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $21.3K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 1.02% of Invera Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Invera Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $4.13M in Q3 2024.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.