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

Nautilus 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	$463K	Hold	8,466	–	–	0.27%	102
2026 Q1	$398K	Buy	8,466 +1	+0%	+$49	0.27%	100
2025 Q4	$389K	Buy	8,465 +77	+0.9%	+$3.51K	0.25%	104
2025 Q3	$378K	Buy	8,388 +1	+0%	+$43	0.25%	108
2025 Q2	$347K	Buy	8,387 +27	+0.3%	+$1.04K	0.25%	111
2025 Q1	$321K	Buy	8,360 +25	+0.3%	+$1.04K	0.27%	109
2024 Q4	$350K	Buy	+8,335	New	+$360K	0.28%	97

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

Nautilus Advisors's ESML Position: Q2 2026 in Review

Nautilus Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 8,466 shares worth $463K. The position accounts for 0.27% of the portfolio, ranked #102.

Nautilus Advisors first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Nautilus Advisors held 8,466 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $463K as of Q2 2026.
Nautilus 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 0.27% of Nautilus Advisors's portfolio in Q2 2026, its #102 holding.
Nautilus Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.