LPL Financial
ESML icon

LPL Financial’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

LPL Financial’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 		$28.3M Buy
506,211
+75,472
+18% +$3.93M 0.01% 1346
2026
Q1 		$20.3M Buy
430,739
+42,911
+11% +$2.08M 0.01% 1462
2025
Q4 		$17.8M Buy
387,828
+130,314
+51% +$5.94M ﹤0.01% 1483
2025
Q3 		$11.6M Buy
257,514
+7,933
+3% +$345K ﹤0.01% 1734
2025
Q2 		$10.3M Buy
249,581
+33,222
+15% +$1.29M ﹤0.01% 1688
2025
Q1 		$8.31M Buy
216,359
+9,055
+4% +$376K ﹤0.01% 1738
2024
Q4 		$8.72M Buy
207,304
+126
+0.1% +$5.45K ﹤0.01% 1642
2024
Q3 		$8.66M Buy
207,178
+5,831
+3% +$234K ﹤0.01% 1575
2024
Q2 		$7.75M Sell
201,347
-1,079
-0.5% -$41.7K ﹤0.01% 1527
2024
Q1 		$8.15M Buy
202,426
+5,655
+3% +$215K ﹤0.01% 1457
2023
Q4 		$7.48M Sell
196,771
-67,442
-26% -$2.3M ﹤0.01% 1431
2023
Q3 		$8.89M Buy
264,213
+53,061
+25% +$1.89M 0.01% 1228
2023
Q2 		$7.5M Sell
211,152
-25,612
-11% -$867K 0.01% 1307
2023
Q1 		$8.05M Buy
236,764
+13,518
+6% +$472K 0.01% 1225
2022
Q4 		$7.34M Buy
223,246
+10,389
+5% +$345K 0.01% 1230
2022
Q3 		$6.53M Sell
212,857
-43,428
-17% -$1.47M 0.01% 1198
2022
Q2 		$8.07M Sell
256,285
-76,660
-23% -$2.64M 0.01% 1083
2022
Q1 		$12.7M Buy
332,945
+66,307
+25% +$2.5M 0.01% 874
2021
Q4 		$10.8M Buy
266,638
+54,988
+26% +$2.23M 0.01% 977
2021
Q3 		$8.26M Buy
211,650
+87,188
+70% +$3.45M 0.01% 1068
2021
Q2 		$5.03M Buy
124,462
+36,578
+42% +$1.45M 0.01% 1344
2021
Q1 		$3.39M Buy
87,884
+30,139
+52% +$1.14M ﹤0.01% 1483
2020
Q4 		$1.97M Buy
57,745
+44,010
+320% +$1.35M ﹤0.01% 1681
2020
Q3 		$364K Buy
+13,735
New +$363K ﹤0.01% 2754

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

LPL Financial's ESML Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 18% in Q2 2026, buying an estimated $3.93M and bringing the position to 506,211 shares worth $28.3M. The position accounts for 0.01% of the portfolio, ranked #1346.

LPL Financial first reported a position in ESML in Q3 2020 and has held it in 24 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • LPL Financial held 506,211 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $28.3M as of Q2 2026.
  • LPL Financial bought 75,472 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $3.93M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1346 holding.
  • LPL Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.