Moss Adams Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Moss Adams Wealth 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	$975K	Hold	17,434	–	–	0.06%	95
2026 Q1	$820K	Sell	17,434 -1,494	-8%	-$72.5K	0.06%	102
2025 Q4	$870K	Sell	18,928 -73,061	-79%	-$3.33M	0.06%	92
2025 Q3	$4.15M	Buy	91,989 +2,824	+3%	+$123K	0.32%	26
2025 Q2	$3.69M	Buy	89,165 +1,825	+2%	+$70.6K	0.33%	29
2025 Q1	$3.35M	Buy	87,340 +3,058	+4%	+$127K	0.35%	25
2024 Q4	$3.54M	Sell	84,282 -721	-0.8%	-$31.2K	0.37%	24
2024 Q3	$3.55M	Buy	85,003 +4,197	+5%	+$169K	0.39%	25
2024 Q2	$3.11M	Buy	80,806 +579	+0.7%	+$22.4K	0.43%	26
2024 Q1	$3.23M	Sell	80,227 -3,209	-4%	-$122K	0.52%	21
2023 Q4	$3.17M	Buy	83,436 +2,192	+3%	+$74.8K	0.66%	18
2023 Q3	$2.74M	Buy	81,244 +9,769	+14%	+$348K	0.94%	14
2023 Q2	$2.54M	Buy	71,475 +5,244	+8%	+$178K	0.83%	17
2023 Q1	$2.25M	Buy	66,231 +16,704	+34%	+$583K	0.77%	15
2022 Q4	$1.63M	Buy	+49,527	New	+$1.64M	0.81%	22

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Moss Adams Wealth Advisors's ESML Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 17,434 shares worth $975K. The position accounts for 0.06% of the portfolio, ranked #95.

Moss Adams Wealth Advisors first reported a position in ESML in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.15M in Q3 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Moss Adams Wealth Advisors held 17,434 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $975K as of Q2 2026.
Moss Adams Wealth Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Moss Adams Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $4.15M in Q3 2025.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.