Janney Montgomery Scott’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Janney Montgomery Scott’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	$256K	Buy	+4,585	New	+$238K	﹤0.01%	2845
2023 Q4	–	Sell	-13,509	Closed	-$455K	–	2670
2023 Q3	$455K	Sell	13,509 -16,331	-55%	-$581K	﹤0.01%	1828
2023 Q2	$1.06M	Buy	29,840 +4,855	+19%	+$164K	﹤0.01%	1381
2023 Q1	$849K	Sell	24,985 -1,448	-5%	-$50.6K	﹤0.01%	1413
2022 Q4	$869K	Sell	26,433 -1,944	-7%	-$64.6K	﹤0.01%	1445
2022 Q3	$870K	Buy	28,377 +4,238	+18%	+$143K	﹤0.01%	1380
2022 Q2	$760K	Sell	24,139 -3,850	-14%	-$132K	﹤0.01%	1382
2022 Q1	$1.06M	Buy	27,989 +4,781	+21%	+$180K	﹤0.01%	1213
2021 Q4	$936K	Buy	23,208 +7,104	+44%	+$288K	﹤0.01%	1373
2021 Q3	$628K	Buy	16,104 +11,089	+221%	+$439K	﹤0.01%	1518
2021 Q2	$202K	Buy	+5,015	New	+$199K	﹤0.01%	2133

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 29.18% 1-Year Est. Return

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

Janney Montgomery Scott's ESML Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,585 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #2845 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in ESML as recently as Q3 2023.

Janney Montgomery Scott first reported a position in ESML in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2022. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Janney Montgomery Scott held 4,585 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $256K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Janney Montgomery Scott position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2845 holding.
Janney Montgomery Scott first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 11 quarters since.
Janney Montgomery Scott's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.06M in Q1 2022.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.