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

Mission Wealth Management’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 		$9.68M Buy
172,992
+6,490
+4% +$338K 0.12% 109
2026
Q1 		$7.83M Sell
166,502
-2,644
-2% -$128K 0.16% 76
2025
Q4 		$7.78M Sell
169,146
-4,604
-3% -$210K 0.16% 78
2025
Q3 		$7.83M Buy
173,750
+17,011
+11% +$739K 0.16% 78
2025
Q2 		$6.48M Buy
156,739
+50,754
+48% +$1.96M 0.14% 94
2025
Q1 		$4.07M Buy
105,985
+13,899
+15% +$578K 0.1% 118
2024
Q4 		$3.87M Sell
92,086
-3,515
-4% -$152K 0.09% 114
2024
Q3 		$4M Sell
95,601
-17,446
-15% -$701K 0.1% 113
2024
Q2 		$4.35M Sell
113,047
-6,707
-6% -$259K 0.12% 102
2024
Q1 		$4.82M Sell
119,754
-2,075
-2% -$78.9K 0.13% 106
2023
Q4 		$4.63M Buy
121,829
+2,126
+2% +$72.6K 0.15% 85
2023
Q3 		$4.03M Sell
119,703
-3,972
-3% -$141K 0.15% 86
2023
Q2 		$4.39M Buy
123,675
+1,434
+1% +$48.5K 0.17% 76
2023
Q1 		$4.15M Sell
122,241
-1,478
-1% -$51.6K 0.17% 75
2022
Q4 		$4.07M Buy
123,719
+56,215
+83% +$1.87M 0.19% 68
2022
Q3 		$2.07M Buy
67,504
+26,840
+66% +$906K 0.11% 110
2022
Q2 		$1.28M Sell
40,664
-960
-2% -$33K 0.07% 155
2022
Q1 		$1.58M Buy
41,624
+31,486
+311% +$1.19M 0.07% 134
2021
Q4 		$409K Buy
+10,138
New +$410K 0.02% 364

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Mission Wealth Management's ESML Position: Q2 2026 in Review

Mission Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.9% in Q2 2026, buying an estimated $338K and bringing the position to 172,992 shares worth $9.68M. The position accounts for 0.12% of the portfolio, ranked #109.

Mission Wealth Management first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Mission Wealth Management held 172,992 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $9.68M as of Q2 2026.
  • Mission Wealth Management bought 6,490 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $338K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.12% of Mission Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Mission Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.