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Mason & Associates (California)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Mason & Associates (California)’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 		$1.01M Sell
18,131
-49
-0.3% -$2.55K 0.16% 66
2026
Q1 		$829K Buy
18,180
+460
+3% +$22.3K 0.16% 73
2025
Q4 		$815K Buy
+17,720
New +$808K 0.15% 73

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Mason & Associates (California)'s ESML Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.27% in Q2 2026, selling an estimated $2.55K and leaving 18,131 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #66.

Mason & Associates (California) first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Mason & Associates (California) held 18,131 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.01M as of Q2 2026.
  • Mason & Associates (California) sold 49 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.55K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.16% of Mason & Associates (California)'s portfolio in Q2 2026, its #66 holding.
  • Mason & Associates (California) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.