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Moneta Group Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Moneta Group Investment Advisors’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 		$1.71M Sell
30,589
-2,573
-8% -$134K 0.01% 319
2026
Q1 		$1.56M Buy
33,162
+2,055
+7% +$99.7K 0.01% 300
2025
Q4 		$1.43M Buy
31,107
+468
+2% +$21.3K 0.01% 307
2025
Q3 		$1.38M Buy
30,639
+56
+0.2% +$2.43K 0.01% 301
2025
Q2 		$1.26M Sell
30,583
-234
-0.8% -$9.06K 0.02% 277
2025
Q1 		$1.18M Sell
30,817
-6,167
-17% -$256K 0.02% 268
2024
Q4 		$1.56M Buy
36,984
+24
+0.1% +$1.04K 0.02% 236
2024
Q3 		$1.55M Sell
36,960
-207
-0.6% -$8.32K 0.02% 229
2024
Q2 		$1.43M Buy
37,167
+1,024
+3% +$39.5K 0.02% 227
2024
Q1 		$1.46M Sell
36,143
-286
-0.8% -$10.9K 0.02% 224
2023
Q4 		$1.38M Buy
36,429
+19,719
+118% +$673K 0.03% 201
2023
Q3 		$562K Buy
16,710
+4,548
+37% +$162K 0.01% 290
2023
Q2 		$432K Buy
+12,162
New +$412K 0.01% 348
2022
Q3 		– Sell
-7,968
Closed -$251K – 444
2022
Q2 		$251K Buy
+7,968
New +$274K 0.01% 407

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Moneta Group Investment Advisors's ESML Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.8% in Q2 2026, selling an estimated $134K and leaving 30,589 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #319.

Moneta Group Investment Advisors first reported a position in ESML in Q2 2022 and has held it in 14 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Moneta Group Investment Advisors held 30,589 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.71M as of Q2 2026.
  • Moneta Group Investment Advisors sold 2,573 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $134K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and has held it in 14 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.