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

Linscomb Wealth’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 		$402K Buy
7,189
+1,052
+17% +$54.7K 0.02% 239
2026
Q1 		$289K Hold
6,137
– – 0.01% 295
2025
Q4 		$282K Hold
6,137
– – 0.01% 269
2025
Q3 		$277K Hold
6,137
– – 0.01% 275
2025
Q2 		$254K Hold
6,137
– – 0.01% 281
2025
Q1 		$236K Hold
6,137
– – 0.01% 275
2024
Q4 		$258K Buy
+6,137
New +$265K 0.01% 264

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Linscomb Wealth's ESML Position: Q2 2026 in Review

Linscomb Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 17% in Q2 2026, buying an estimated $54.7K and bringing the position to 7,189 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #239.

Linscomb Wealth first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Linscomb Wealth held 7,189 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $402K as of Q2 2026.
  • Linscomb Wealth bought 1,052 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $54.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Linscomb Wealth's portfolio in Q2 2026, its #239 holding.
  • Linscomb Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.