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

Medallion Wealth 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	$1.45K	Sell	26 -1	-4%	-$52	﹤0.01%	998
2026 Q1	$1.27K	Hold	27	–	–	﹤0.01%	1042
2025 Q4	$1.24K	Hold	27	–	–	﹤0.01%	1035
2025 Q3	$1.22K	Hold	27	–	–	﹤0.01%	1018
2025 Q2	$1.13K	Buy	27 +3	+13%	+$116	﹤0.01%	1015
2025 Q1	$926	Hold	24	–	–	﹤0.01%	996
2024 Q4	$1.01K	Buy	+24	New	+$1.04K	﹤0.01%	927

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Medallion Wealth Advisors's ESML Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.7% in Q2 2026, selling an estimated $52 and leaving 26 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Medallion Wealth Advisors first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Medallion Wealth Advisors held 26 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.45K as of Q2 2026.
Medallion Wealth Advisors sold 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q2 2026, an estimated $52.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #998 holding.
Medallion Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.