Johnson Bixby & Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Johnson Bixby & Associates’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	$201K	Buy	+3,585	New	+$186K	0.02%	127
2025 Q1	–	Sell	-7,244	Closed	-$305K	–	120
2024 Q4	$305K	Buy	7,244 +235	+3%	+$10.2K	0.05%	87
2024 Q3	$293K	Sell	7,009 -2,017	-22%	-$81.1K	0.04%	93
2024 Q2	$348K	Sell	9,026 -44	-0.5%	-$1.7K	0.06%	78
2024 Q1	$365K	Sell	9,070 -4	-0%	-$152	0.06%	79
2023 Q4	$345K	Sell	9,074 -46	-0.5%	-$1.57K	0.07%	76
2023 Q3	$307K	Sell	9,120 -159	-2%	-$5.66K	0.06%	74
2023 Q2	$330K	Sell	9,279 -66	-0.7%	-$2.23K	0.07%	77
2023 Q1	$318K	Buy	9,345 +306	+3%	+$10.7K	0.07%	78
2022 Q4	$297K	Buy	9,039 +781	+9%	+$25.9K	0.07%	77
2022 Q3	$253K	Sell	8,258 -82	-1%	-$2.77K	0.06%	83
2022 Q2	$263K	Buy	8,340 +2,834	+51%	+$97.5K	0.06%	83
2022 Q1	$209K	Buy	+5,506	New	+$208K	0.05%	89

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

Johnson Bixby & Associates's ESML Position: Q2 2026 in Review

Johnson Bixby & Associates opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,585 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: Johnson Bixby & Associates previously reported a position in ESML as recently as Q4 2024.

Johnson Bixby & Associates first reported a position in ESML in Q1 2022 and has held it in 13 quarters since. The position peaked at $365K in Q1 2024. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Johnson Bixby & Associates held 3,585 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $201K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Johnson Bixby & Associates position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Johnson Bixby & Associates's portfolio in Q2 2026, its #127 holding.
Johnson Bixby & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Johnson Bixby & Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $365K in Q1 2024.
478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.