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

JNBA Financial 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 		$272K Sell
4,856
-971
-17% -$50.5K 0.02% 180
2026
Q1 		$274K Sell
5,827
-203
-3% -$9.85K 0.02% 174
2025
Q4 		$277K Buy
6,030
+12
+0.2% +$547 0.02% 170
2025
Q3 		$271K Sell
6,018
-168
-3% -$7.3K 0.02% 167
2025
Q2 		$256K Sell
6,186
-216
-3% -$8.36K 0.02% 168
2025
Q1 		$246K Sell
6,402
-1,395
-18% -$58K 0.03% 168
2024
Q4 		$328K Sell
7,797
-279
-3% -$12.1K 0.03% 155
2024
Q3 		$338K Sell
8,076
-2,638
-25% -$106K 0.03% 153
2024
Q2 		$412K Sell
10,714
-2,073
-16% -$80K 0.04% 138
2024
Q1 		$515K Sell
12,787
-764
-6% -$29.1K 0.05% 130
2023
Q4 		$515K Buy
13,551
+21
+0.2% +$717 0.06% 135
2023
Q3 		$455K Buy
13,530
+294
+2% +$10.5K 0.06% 130
2023
Q2 		$470K Buy
13,236
+376
+3% +$12.7K 0.06% 131
2023
Q1 		$437K Buy
12,860
+229
+2% +$8K 0.06% 136
2022
Q4 		$415K Sell
12,631
-240
-2% -$7.97K 0.06% 139
2022
Q3 		$395K Sell
12,871
-1,342
-9% -$45.3K 0.06% 132
2022
Q2 		$448K Sell
14,213
-2,844
-17% -$97.9K 0.07% 124
2022
Q1 		$649K Sell
17,057
-4,013
-19% -$151K 0.09% 115
2021
Q4 		$850K Sell
21,070
-457
-2% -$18.5K 0.1% 102
2021
Q3 		$840K Sell
21,527
-3,256
-13% -$129K 0.11% 99
2021
Q2 		$1M Buy
24,783
+1,144
+5% +$45.5K 0.14% 90
2021
Q1 		$911K Buy
23,639
+5,545
+31% +$209K 0.13% 92
2020
Q4 		$618K Buy
18,094
+12,720
+237% +$391K 0.1% 98
2020
Q3 		$143K Buy
5,374
+350
+7% +$9.25K 0.03% 175
2020
Q2 		$126K Buy
5,024
+1,000
+25% +$23.1K 0.03% 175
2020
Q1 		$80K Buy
4,024
+3,044
+311% +$79.2K 0.02% 188
2019
Q4 		$28K Buy
+980
New +$27.1K 0.01% 309

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

JNBA Financial Advisors's ESML Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 17% in Q2 2026, selling an estimated $50.5K and leaving 4,856 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #180.

JNBA Financial Advisors first reported a position in ESML in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q2 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • JNBA Financial Advisors held 4,856 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $272K as of Q2 2026.
  • JNBA Financial Advisors sold 971 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $50.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • JNBA Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1M in Q2 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.