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

Nottingham 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	$241K	Sell	4,493 -39	-0.9%	-$2.03K	0.03%	109
2026 Q1	$213K	Sell	4,532 -83	-2%	-$4.03K	0.03%	111
2025 Q4	$212K	Sell	4,615 -235	-5%	-$10.7K	0.03%	106
2025 Q3	$219K	Buy	+4,850	New	+$211K	0.03%	107
2025 Q1	–	Sell	-4,856	Closed	-$204K	–	127
2024 Q4	$204K	Sell	4,856 -450	-8%	-$19.4K	0.03%	127
2024 Q3	$222K	Buy	+5,306	New	+$213K	0.02%	136
2024 Q2	–	Sell	-5,262	Closed	-$212K	–	158
2024 Q1	$212K	Buy	+5,262	New	+$200K	0.03%	129

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

Nottingham Advisors's ESML Position: Q2 2026 in Review

Nottingham Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.86% in Q2 2026, selling an estimated $2.03K and leaving 4,493 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #109.

Nottingham Advisors first reported a position in ESML in Q1 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Nottingham Advisors held 4,493 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $241K as of Q2 2026.
Nottingham Advisors sold 39 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.03K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Nottingham Advisors's portfolio in Q2 2026, its #109 holding.
Nottingham Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 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 Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.