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

LongView 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	–	Sell	-4,600	Closed	-$231K	–	237
2026 Q1	$231K	Sell	4,600 -6,268	-58%	-$304K	0.06%	229
2025 Q4	$528K	Buy	10,868 +1,818	+20%	+$82.9K	0.13%	141
2025 Q3	$408K	Buy	9,050 +19	+0.2%	+$825	0.11%	139
2025 Q2	$373K	Buy	9,031 +1,519	+20%	+$58.8K	0.11%	144
2025 Q1	$289K	Buy	+7,512	New	+$312K	0.09%	169

Other funds holding ESML

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

LongView Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 4,600 shares — an estimated $231K sold.

LongView Wealth Management first reported a position in ESML in Q1 2025 and held it in 5 quarters. The position peaked at $528K in Q4 2025. 99 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

LongView Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 4,600 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $231K.
LongView Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and held it in 5 quarters.
LongView Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $528K in Q4 2025.
99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.