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

McClarren Financial 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 		$274K Buy
4,904
+4
+0.1% +$208 0.14% 72
2026
Q1 		$230K Buy
4,900
+1,298
+36% +$63K 0.14% 71
2025
Q4 		$225K Buy
3,602
+2,177
+153% +$99.2K 0.13% 72
2025
Q3 		$220K Sell
1,425
-3,457
-71% -$150K 0.13% 71
2025
Q2 		$202K Sell
4,882
-395
-7% -$15.3K 0.13% 73
2025
Q1 		$338K Sell
5,277
-3,713
-41% -$154K 0.22% 55
2024
Q4 		$378K Buy
8,990
+3,560
+66% +$154K 1.06% 16
2024
Q3 		$14.7K Buy
5,430
+5,276
+3,426% +$212K 1.85% 12
2024
Q2 		$344K Sell
154
-11,327
-99% -$437K 0.24% 53
2024
Q1 		$463K Buy
11,481
+111
+1% +$4.22K 0.33% 48
2023
Q4 		$432K Buy
11,370
+145
+1% +$4.95K 0.33% 46
2023
Q3 		$377K Buy
11,225
+7,669
+216% +$273K 0.33% 50
2023
Q2 		$126K Sell
3,556
-7,602
-68% -$257K 0.1% 89
2023
Q1 		$378K Buy
11,158
+36
+0.3% +$1.26K 0.34% 47
2022
Q4 		$365K Sell
11,122
-1,139
-9% -$37.8K 0.35% 48
2022
Q3 		$376K Buy
+12,261
New +$414K 0.37% 47
2022
Q2 		– Sell
-3,687
Closed -$138K – 98
2022
Q1 		$138K Buy
3,687
+4
+0.1% +$151 0.1% 74
2021
Q4 		$149K Buy
3,683
+12
+0.3% +$486 0.1% 79
2021
Q3 		$143K Buy
3,671
+13
+0.4% +$514 0.11% 66
2021
Q2 		$146K Buy
3,658
+1,240
+51% +$49.3K 0.12% 64
2021
Q1 		$94K Buy
2,418
+7
+0.3% +$264 0.08% 79
2020
Q4 		$81K Buy
+2,411
New +$74.1K 0.08% 83

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

McClarren Financial Advisors's ESML Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.08% in Q2 2026, buying an estimated $208 and bringing the position to 4,904 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #72.

McClarren Financial Advisors first reported a position in ESML in Q4 2020 and has held it in 22 quarters since. The position peaked at $463K in Q1 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • McClarren Financial Advisors held 4,904 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $274K as of Q2 2026.
  • McClarren Financial Advisors bought 4 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $208.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.14% of McClarren Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • McClarren Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $463K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.