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

NewEdge 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 		$990K Buy
17,694
+20
+0.1% +$1.04K 0.01% 662
2026
Q1 		$831K Buy
17,674
+2,207
+14% +$107K 0.01% 671
2025
Q4 		$711K Hold
15,467
– – 0.01% 721
2025
Q3 		$698K Buy
15,467
+4,442
+40% +$193K 0.01% 652
2025
Q2 		$462K Sell
11,025
-2,495
-18% -$96.6K 0.01% 734
2025
Q1 		$519K Buy
13,520
+345
+3% +$14.3K 0.01% 638
2024
Q4 		$554K Buy
13,175
+1,854
+16% +$80.1K 0.01% 616
2024
Q3 		$473K Sell
11,321
-124
-1% -$4.99K 0.01% 627
2024
Q2 		$441K Buy
11,445
+127
+1% +$4.9K 0.01% 577
2024
Q1 		$432K Sell
11,318
-10,166
-47% -$387K 0.01% 593
2023
Q4 		$817K Sell
21,484
-142
-0.7% -$4.85K 0.02% 433
2023
Q3 		$728K Buy
+21,626
New +$770K 0.02% 405

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

NewEdge Wealth's ESML Position: Q2 2026 in Review

NewEdge Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.11% in Q2 2026, buying an estimated $1.04K and bringing the position to 17,694 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #662.

NewEdge Wealth first reported a position in ESML in Q3 2023 and has held it in 12 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • NewEdge Wealth held 17,694 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $990K as of Q2 2026.
  • NewEdge Wealth bought 20 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.04K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #662 holding.
  • NewEdge Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.