JY
ESML icon

Jeff Yass’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Jeff Yass’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 		$567K Sell
10,133
-11,185
-52% -$582K ﹤0.01% 9615
2026
Q1 		$1M Buy
+21,318
New +$1.03M ﹤0.01% 7878
2025
Q3 		– Sell
-49,083
Closed -$2.03M – 12749
2025
Q2 		$2.03M Sell
49,083
-14,301
-23% -$554K ﹤0.01% 5745
2025
Q1 		$2.43M Buy
63,384
+49,669
+362% +$2.06M ﹤0.01% 5103
2024
Q4 		$577K Buy
+13,715
New +$593K ﹤0.01% 8317
2024
Q3 		– Sell
-59,691
Closed -$2.3M – 12233
2024
Q2 		$2.3M Buy
59,691
+52,547
+736% +$2.03M ﹤0.01% 4828
2024
Q1 		$288K Sell
7,144
-80,732
-92% -$3.07M ﹤0.01% 9795
2023
Q4 		$3.34M Buy
87,876
+76,924
+702% +$2.63M ﹤0.01% 4394
2023
Q3 		$369K Sell
10,952
-20,728
-65% -$738K ﹤0.01% 8915
2023
Q2 		$1.13M Sell
31,680
-28,333
-47% -$959K ﹤0.01% 6406
2023
Q1 		$2.04M Sell
60,013
-5,807
-9% -$203K ﹤0.01% 5094
2022
Q4 		$2.16M Buy
65,820
+20,759
+46% +$689K ﹤0.01% 4553
2022
Q3 		$1.38M Sell
45,061
-8,166
-15% -$276K ﹤0.01% 5777
2022
Q2 		$1.68M Sell
53,227
-23,531
-31% -$810K ﹤0.01% 5285
2022
Q1 		$2.92M Buy
76,758
+31,165
+68% +$1.17M ﹤0.01% 4673
2021
Q4 		$1.84M Sell
45,593
-79,067
-63% -$3.2M ﹤0.01% 5712
2021
Q3 		$4.86M Buy
+124,660
New +$4.93M ﹤0.01% 4006
2021
Q1 		– Sell
-106,155
Closed -$3.62M – 12376
2020
Q4 		$3.62M Buy
+106,155
New +$3.26M ﹤0.01% 3985
2020
Q3 		– Sell
-68,337
Closed -$1.71M – 10673
2020
Q2 		$1.71M Buy
+68,337
New +$1.58M ﹤0.01% 4780

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

Jeff Yass's ESML Position: Q2 2026 in Review

Jeff Yass reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 52% in Q2 2026, selling an estimated $582K and leaving 10,133 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #9615.

Jeff Yass first reported a position in ESML in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.86M in Q3 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Jeff Yass held 10,133 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $567K as of Q2 2026.
  • Jeff Yass sold 11,185 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $582K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9615 holding.
  • Jeff Yass first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • Jeff Yass's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $4.86M in Q3 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.