Keating Financial Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Keating Financial Advisory Services’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	$92K	Hold	1,645	–	–	0.01%	517
2026 Q1	$77.3K	Hold	1,645	–	–	0.01%	524
2025 Q4	$75.6K	Buy	+1,645	New	+$75K	0.01%	570

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 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Keating Financial Advisory Services's ESML Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 1,645 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #517.

Keating Financial Advisory Services first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Keating Financial Advisory Services held 1,645 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $92K as of Q2 2026.
Keating Financial Advisory Services left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #517 holding.
Keating Financial Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.