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Morton Brown Family Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Morton Brown Family Wealth’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 		$304K Sell
5,434
-128
-2% -$6.66K 0.07% 55
2026
Q1 		$262K Sell
5,562
-461
-8% -$22.4K 0.07% 54
2025
Q4 		$277K Buy
6,023
+565
+10% +$25.8K 0.08% 50
2025
Q3 		$246K Hold
5,458
– – 0.07% 53
2025
Q2 		$226K Buy
5,458
+11
+0.2% +$426 0.07% 56
2025
Q1 		$209K Buy
5,447
+15
+0.3% +$623 0.07% 55
2024
Q4 		$228K Sell
5,432
-801
-13% -$34.6K 0.08% 55
2024
Q3 		$261K Hold
6,233
– – 0.09% 46
2024
Q2 		$252K Sell
6,233
-15
-0.2% -$579 0.1% 47
2024
Q1 		$252K Buy
6,248
+115
+2% +$4.38K 0.1% 46
2023
Q4 		$233K Buy
6,133
+12
+0.2% +$410 0.1% 45
2023
Q3 		$206K Hold
6,121
– – 0.11% 42
2023
Q2 		$217K Buy
6,121
+9
+0.1% +$305 0.12% 43
2023
Q1 		$208K Buy
6,112
+3,313
+118% +$116K 0.12% 44
2022
Q4 		$92K Sell
2,799
-1,669
-37% -$55.4K 0.06% 63
2022
Q3 		$137K Buy
4,468
+8
+0.2% +$270 0.11% 45
2022
Q2 		$140K Buy
4,460
+79
+2% +$2.72K 0.11% 44
2022
Q1 		$167K Hold
4,381
– – 0.13% 43
2021
Q4 		$177K Buy
+4,381
New +$177K 0.14% 42

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

Morton Brown Family Wealth's ESML Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.3% in Q2 2026, selling an estimated $6.66K and leaving 5,434 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #55.

Morton Brown Family Wealth first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Morton Brown Family Wealth held 5,434 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $304K as of Q2 2026.
  • Morton Brown Family Wealth sold 128 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $6.66K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #55 holding.
  • Morton Brown Family Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.