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

Key Financial Inc’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	$513K	Sell	9,173 -827	-8%	-$43K	0.08%	185
2026 Q1	$470K	Buy	10,000 +4,480	+81%	+$217K	0.08%	187
2025 Q4	$254K	Buy	5,520 +54	+1%	+$2.46K	0.05%	256
2025 Q3	$247K	Buy	5,466 +616	+13%	+$26.8K	0.05%	258
2025 Q2	$200K	Hold	4,850	–	–	0.04%	280
2025 Q1	$186K	Buy	+4,850	New	+$202K	0.04%	277
2023 Q2	–	Sell	-221	Closed	-$7.51K	–	1384
2023 Q1	$7.51K	Hold	221	–	–	﹤0.01%	739
2022 Q4	$6.78K	Hold	221	–	–	﹤0.01%	719
2022 Q3	$7K	Hold	221	–	–	﹤0.01%	711
2022 Q2	$7K	Hold	221	–	–	﹤0.01%	714
2022 Q1	$8K	Hold	221	–	–	﹤0.01%	681
2021 Q4	$9K	Hold	221	–	–	﹤0.01%	606
2021 Q3	$9K	Hold	221	–	–	0.01%	597
2021 Q2	$9K	Hold	221	–	–	0.01%	585
2021 Q1	$9K	Hold	221	–	–	0.01%	498
2020 Q4	$8K	Buy	+221	New	+$6.79K	0.01%	484

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

Key Financial Inc's ESML Position: Q2 2026 in Review

Key Financial Inc reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8.3% in Q2 2026, selling an estimated $43K and leaving 9,173 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #185.

Key Financial Inc first reported a position in ESML in Q4 2020 and has held it in 16 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Key Financial Inc held 9,173 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $513K as of Q2 2026.
Key Financial Inc sold 827 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $43K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #185 holding.
Key Financial Inc first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 16 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.