Lido Advisors
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Lido Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Lido Advisors’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 		$250K Sell
4,476
-4,347
-49% -$226K ﹤0.01% 1840
2026
Q1 		$415K Buy
8,823
+275
+3% +$13.3K ﹤0.01% 1405
2025
Q4 		$392K Buy
+8,548
New +$390K ﹤0.01% 1418

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Lido Advisors's ESML Position: Q2 2026 in Review

Lido Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 49% in Q2 2026, selling an estimated $226K and leaving 4,476 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Lido Advisors first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q1 2026. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Lido Advisors held 4,476 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $250K as of Q2 2026.
  • Lido Advisors sold 4,347 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $226K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1840 holding.
  • Lido Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Lido Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $415K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.