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

Jones Financial Companies’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 		$9.02M Buy
163,115
+24,731
+18% +$1.29M ﹤0.01% 961
2026
Q1 		$6.38M Buy
138,384
+27,042
+24% +$1.31M ﹤0.01% 985
2025
Q4 		$5.12M Buy
111,342
+11,793
+12% +$538K ﹤0.01% 638
2025
Q3 		$4.48M Buy
99,549
+10,641
+12% +$462K ﹤0.01% 605
2025
Q2 		$3.67M Buy
88,908
+7,478
+9% +$289K ﹤0.01% 576
2025
Q1 		$3.13M Buy
81,430
+20,891
+35% +$868K ﹤0.01% 532
2024
Q4 		$2.55M Buy
60,539
+9,338
+18% +$404K ﹤0.01% 499
2024
Q3 		$2.14M Buy
51,201
+7,834
+18% +$315K ﹤0.01% 443
2024
Q2 		$1.67M Buy
43,367
+9,608
+28% +$371K ﹤0.01% 348
2024
Q1 		$1.36M Buy
33,759
+5,691
+20% +$217K ﹤0.01% 229
2023
Q4 		$1.07M Buy
28,068
+2,538
+10% +$86.6K ﹤0.01% 197
2023
Q3 		$859K Buy
25,530
+2,178
+9% +$77.5K ﹤0.01% 193
2023
Q2 		$829K Buy
23,352
+3,905
+20% +$132K ﹤0.01% 190
2023
Q1 		$661K Buy
19,447
+1,896
+11% +$66.2K ﹤0.01% 199
2022
Q4 		$577K Buy
17,551
+2,945
+20% +$97.8K ﹤0.01% 208
2022
Q3 		$448K Buy
14,606
+5,204
+55% +$176K ﹤0.01% 194
2022
Q2 		$306K Buy
9,402
+3,890
+71% +$134K ﹤0.01% 213
2022
Q1 		$211K Buy
5,512
+4,056
+279% +$153K ﹤0.01% 245
2021
Q4 		$59K Buy
+1,456
New +$59K ﹤0.01% 348

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

Jones Financial Companies's ESML Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 18% in Q2 2026, buying an estimated $1.29M and bringing the position to 163,115 shares worth $9.02M. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Jones Financial Companies first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Jones Financial Companies held 163,115 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $9.02M as of Q2 2026.
  • Jones Financial Companies bought 24,731 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.29M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #961 holding.
  • Jones Financial Companies first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.