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

McKinley Carter Wealth Services’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 		$366K Buy
6,545
+140
+2% +$7.28K 0.02% 260
2026
Q1 		$301K Sell
6,405
-2,270
-26% -$110K 0.02% 258
2025
Q4 		$399K Sell
8,675
-1,079
-11% -$49.2K 0.02% 243
2025
Q3 		$440K Sell
9,754
-243
-2% -$10.6K 0.02% 230
2025
Q2 		$413K Buy
9,997
+191
+2% +$7.39K 0.02% 233
2025
Q1 		$377K Buy
9,806
+505
+5% +$21K 0.02% 239
2024
Q4 		$391K Buy
9,301
+276
+3% +$11.9K 0.02% 227
2024
Q3 		$377K Buy
9,025
+434
+5% +$17.4K 0.02% 232
2024
Q2 		$331K Sell
8,591
-240
-3% -$9.27K 0.02% 245
2024
Q1 		$356K Buy
8,831
+696
+9% +$26.5K 0.02% 240
2023
Q4 		$309K Buy
8,135
+404
+5% +$13.8K 0.02% 248
2023
Q3 		$260K Buy
7,731
+39
+0.5% +$1.39K 0.02% 255
2023
Q2 		$273K Buy
7,692
+1,630
+27% +$55.2K 0.02% 258
2023
Q1 		$206K Sell
6,062
-370
-6% -$12.9K 0.02% 288
2022
Q4 		$211K Sell
6,432
-302
-4% -$10K 0.02% 280
2022
Q3 		$207K Buy
6,734
+166
+3% +$5.6K 0.02% 271
2022
Q2 		$207K Buy
6,568
+1,066
+19% +$36.7K 0.02% 283
2022
Q1 		$209K Buy
+5,502
New +$207K 0.02% 281

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

McKinley Carter Wealth Services's ESML Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.2% in Q2 2026, buying an estimated $7.28K and bringing the position to 6,545 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #260.

McKinley Carter Wealth Services first reported a position in ESML in Q1 2022 and has held it in 18 quarters since. The position peaked at $440K in Q3 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • McKinley Carter Wealth Services held 6,545 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $366K as of Q2 2026.
  • McKinley Carter Wealth Services bought 140 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $7.28K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #260 holding.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • McKinley Carter Wealth Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $440K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.