MGO One Seven’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

MGO One Seven’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	$613K	Sell	10,966 -15	-0.1%	-$780	0.01%	884
2026 Q1	$516K	Sell	10,981 -42	-0.4%	-$2.04K	0.01%	892
2025 Q4	$507K	Hold	11,023	–	–	0.01%	867
2025 Q3	$497K	Sell	11,023 -1,413	-11%	-$61.4K	0.01%	817
2025 Q2	$514K	Hold	12,436	–	–	0.02%	716
2025 Q1	$478K	Buy	12,436 +1	+0%	+$42	0.02%	644
2024 Q4	$523K	Sell	12,435 -326	-3%	-$14.1K	0.02%	611
2024 Q3	$534K	Sell	12,761 -6	-0%	-$241	0.02%	568
2024 Q2	$492K	Sell	12,767 -25	-0.2%	-$965	0.02%	562
2024 Q1	$515K	Hold	12,792	–	–	0.03%	507
2023 Q4	$486K	Buy	+12,792	New	+$437K	0.03%	543
2023 Q2	–	Sell	-21,564	Closed	-$733K	–	832
2023 Q1	$733K	Buy	+21,564	New	+$753K	0.05%	366

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 29.2% 1-Year Est. Return

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

MGO One Seven's ESML Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.14% in Q2 2026, selling an estimated $780 and leaving 10,966 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #884.

MGO One Seven first reported a position in ESML in Q1 2023 and has held it in 12 quarters since. The position peaked at $733K in Q1 2023. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

MGO One Seven held 10,966 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $613K as of Q2 2026.
MGO One Seven sold 15 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $780.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #884 holding.
MGO One Seven first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
MGO One Seven's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $733K in Q1 2023.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.