Johnson Financial Group LLC (Colorado)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Johnson Financial Group LLC (Colorado)’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	–	Sell	-11,415	Closed	-$537K	–	283
2026 Q1	$537K	Hold	11,415	–	–	0.04%	88
2025 Q4	$525K	Hold	11,415	–	–	0.03%	69
2025 Q3	$515K	Hold	11,415	–	–	0.05%	51
2025 Q2	$472K	Hold	11,415	–	–	0.04%	44
2025 Q1	$438K	Hold	11,415	–	–	0.05%	53
2024 Q4	$480K	Buy	11,415 +4,056	+55%	+$175K	0.06%	34
2024 Q3	$308K	Hold	7,359	–	–	0.04%	41
2024 Q2	$283K	Hold	7,359	–	–	0.04%	38
2024 Q1	$296K	Hold	7,359	–	–	0.04%	35
2023 Q4	$280K	Buy	+7,359	New	+$251K	0.04%	41

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 Financial Group LLC (Colorado)'s ESML Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 11,415 shares — an estimated $537K sold.

Johnson Financial Group LLC (Colorado) first reported a position in ESML in Q4 2023 and held it in 10 quarters. The position peaked at $537K in Q1 2026. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Johnson Financial Group LLC (Colorado) reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 11,415 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $537K.
Johnson Financial Group LLC (Colorado) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and held it in 10 quarters.
Johnson Financial Group LLC (Colorado)'s iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $537K in Q1 2026.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.