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

Modern 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 		$859K Buy
15,357
+1,226
+9% +$63.8K 0.01% 555
2026
Q1 		$670K Buy
14,131
+4,445
+46% +$216K 0.01% 512
2025
Q4 		$445K Buy
9,686
+2,891
+43% +$132K 0.01% 560
2025
Q3 		$306K Buy
6,795
+504
+8% +$21.9K 0.01% 638
2025
Q2 		$260K Buy
6,291
+376
+6% +$14.6K 0.01% 651
2025
Q1 		$227K Buy
+5,915
New +$246K 0.01% 613

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

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

Modern Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8.7% in Q2 2026, buying an estimated $63.8K and bringing the position to 15,357 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #555.

Modern Wealth Management first reported a position in ESML in Q1 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Modern Wealth Management held 15,357 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $859K as of Q2 2026.
  • Modern Wealth Management bought 1,226 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $63.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Modern Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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