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

Merit Financial Group’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 		$242K Buy
4,321
+17
+0.4% +$884 ﹤0.01% 1969
2026
Q1 		$202K Buy
+4,304
New +$209K ﹤0.01% 1920

Other funds holding ESML

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Merit Financial Group's ESML Position: Q2 2026 in Review

Merit Financial Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.39% in Q2 2026, buying an estimated $884 and bringing the position to 4,321 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Merit Financial Group first reported a position in ESML in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Merit Financial Group held 4,321 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $242K as of Q2 2026.
  • Merit Financial Group bought 17 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $884.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1969 holding.
  • Merit Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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