Legacy Wealth Management (Idaho)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Legacy Wealth Management (Idaho)’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	-18	Closed	-$847	–	428
2026 Q1	$847	Hold	18	–	–	﹤0.01%	889
2025 Q4	$828	Hold	18	–	–	﹤0.01%	772
2025 Q3	$812	Hold	18	–	–	﹤0.01%	639
2025 Q2	$744	Hold	18	–	–	﹤0.01%	619
2025 Q1	$692	Hold	18	–	–	﹤0.01%	676
2024 Q4	$779	Hold	18	–	–	﹤0.01%	618
2024 Q3	$799	Buy	+18	New	+$724	﹤0.01%	564

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

Legacy Wealth Management (Idaho)'s ESML Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 18 shares — an estimated $847 sold.

Legacy Wealth Management (Idaho) first reported a position in ESML in Q3 2024 and held it in 7 quarters. The position peaked at $847 in Q1 2026. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 18 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $847.
Legacy Wealth Management (Idaho) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $847 in Q1 2026.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.