Kingsview Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Kingsview Wealth Management’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	$231K	Buy	+4,134	New	+$215K	﹤0.01%	1296
2025 Q2	–	Sell	-6,267	Closed	-$241K	–	1185
2025 Q1	$241K	Sell	6,267 -39	-0.6%	-$1.62K	﹤0.01%	977
2024 Q4	$265K	Sell	6,306 -486	-7%	-$21K	0.01%	957
2024 Q3	$284K	Buy	6,792 +28	+0.4%	+$1.13K	0.01%	905
2024 Q2	$260K	Buy	6,764 +1,501	+29%	+$57.9K	0.01%	888
2024 Q1	$212K	Buy	+5,263	New	+$200K	0.01%	948
2022 Q4	–	Sell	-6,529	Closed	-$200K	–	860
2022 Q3	$200K	Buy	+6,529	New	+$220K	0.01%	763
2022 Q2	–	Sell	-5,677	Closed	-$216K	–	839
2022 Q1	$216K	Buy	5,677 +266	+5%	+$10K	0.01%	799
2021 Q4	$218K	Buy	+5,411	New	+$219K	0.01%	837

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

Kingsview Wealth Management's ESML Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,134 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in ESML as recently as Q1 2025.

Kingsview Wealth Management first reported a position in ESML in Q4 2021 and has held it in 9 quarters since. The position peaked at $284K in Q3 2024. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Kingsview Wealth Management held 4,134 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $231K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Kingsview Wealth Management position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1296 holding.
Kingsview Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Kingsview Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $284K in Q3 2024.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.