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MJT & Associates Financial Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

MJT & Associates Financial Advisory’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 		$51.8K Sell
927
-56
-6% -$2.91K 0.03% 80
2026
Q1 		$46.2K Sell
983
-134
-12% -$6.5K 0.03% 84
2025
Q4 		$51.4K Hold
1,117
– – 0.04% 80
2025
Q3 		$50.4K Hold
1,117
– – 0.04% 81
2025
Q2 		$46.2K Sell
1,117
-343
-23% -$13.3K 0.06% 98
2025
Q1 		$56.1K Buy
+1,460
New +$60.7K 0.05% 103

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

MJT & Associates Financial Advisory's ESML Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.7% in Q2 2026, selling an estimated $2.91K and leaving 927 shares worth $51.8K. The position accounts for 0.03% of the portfolio, ranked #80.

MJT & Associates Financial Advisory first reported a position in ESML in Q1 2025 and has held it in 6 quarters since. The position peaked at $56.1K in Q1 2025. 125 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • MJT & Associates Financial Advisory held 927 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $51.8K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 56 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.91K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #80 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $56.1K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.